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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year
PSFT 0.00010000.0%Oct 29 5:00 PM EST

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To: Elmer who wrote (3495)11/11/1998 3:08:00 PM
From: Lizzie Tudor  Read Replies (2) of 4509
 
The only thing I'm worried about is I2 knocking ERP off its perch. So, I own lots of I2 as well.


Im curious, did you come up with that from your own personal experience or read a pundit speculating, etc?

My take is SCM will definitely hit ERP in the new emerging internet businesses, which are primarily distribution and logistics companies anyway.

I would like to see I2 and Manu merge and then I think they could take on an ERP, I really do. Psft has been weak in their scm efforts so far but still is better than the other ERPs.
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