i2 Technologies Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : i2 Technologies

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lizzie Tudor who wrote (996)	11/14/1998 4:58:00 PM
From: orkrious	Read Replies (1) of 2339

Michelle, re The second part of your statement is true, but nonetheless its way to late for a y2k push for mfg enterprise software, and everyone knows it. We saw the y2k effect in mfg last year actually - there is a planning function that stretches out 18 mos routinely so in order to not see the y2k phenom in an arcane system you would have had to retrofit 18 mos ago. Some shops have a smaller planning window sure but its always at least 6 mos. You seem to have an excellent understanding of this. Can you estimate if ITWO's backlog is safe enough from pushouts so that Y2K won't have a tremendous negative impact on revenue in 2H99? Jay

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next