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Technology Stocks : i2 Technologies
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To: Mohan Marette who wrote (994)11/17/1998 1:24:00 AM
From: Shane M  Read Replies (1) of 2339
 
Mohan,

Just ran in to this article and I am curious as to what you think about it.I see trouble brewing for ERP vendors in 1999,could this somehow have a positive effect on SCM vendors particularly i2?

I guess my impression of Y2K impact on i2 comes from Sanjiv's comments that some companies will use Y2K as an excuse to delay, but those companies are already looking for a reason to delay SCM. OTOH, there are companies that absolutely must go SCM or risk being lost in the competitive dust.

My feel is that the pipeline is strong, and demand exceeds i2's ability to get enough salesmen on the street.

FWIW,

Shane
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