PSFT - Fiscal 1998 - Discussion for the next year Message Board

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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year

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Oct 29 5:00 PM EST

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To: Lizzie Tudor who wrote (3497)	11/11/1998 4:34:00 PM
From: Elmer	Read Replies (2) of 4509

Hi MH, I listened to the recent I2 conference call and the CEO made a couple of provocative comments about moving into ERP's space. Obviously, Dell has done wonderfully w/o ERP and I suspect that a number of companies could do the same. I read the recent Barron's articles which punched I2 up this week on the I2 thread. I think they mention this as a substitute for ERP. Also, the company that I2 is partnering with Industri - Maticmatica (IMIC) apparently has products that allow the SCM system to do a lot of what ERP does. Because SCM solves important business operations optimization questions, which ERP doesn't, I think it could happen. Regards David

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