SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lizzie Tudor who wrote (1134)1/23/1999 3:52:00 PM
From: Shane M  Read Replies (1) of 2339
 
Thread,

Listened to the CC this morning. I was very pleased.

Comments:

1. I like the emphasis the co is putting on the auto sector. If they can crack that egg... well we all know how big that would be. When asked about competition in automotive Sanjiv said that really they're only competing with internal developers at the companies. Seems like this would be a great space for the ITWO standard to come in and make the supply chains more efficient. Sanjiv felt they were getting very close. Given the close ties in the automotive chaing, this to me would seem to become a domino effect as suppliers not tied into ITWO would be at a competitive disadvantage to those that are.

2. ITWO will continue to own high tech. MANU has all but given up moving into this space in favor of focusing on CPG.

3. Seems they can hire all the quality salespeople they want. Very good news given that "feet on the street" is the primary constraint.

4. Key going forward is market share/revenue growth. They're going to remain in investing in the business mode - will not look to squeeze for more profit at this point. I like the strategy. 10% margins are the target.

5. Y2K didn't seem to be a concern to Sanjiv.

6. More support from Big 5. More implementors are now familiar with the product. They're over the hump in this regard. This is not holding them back.

7. e-BPO and new product lines opening more doors. Trying to become more of a "capability provider" rather than a "point solution." This is very much what we should expect a potential gorilla to do.

8. ORCL relationship still spoken of positively, but I didn't get the feel that alot of revenue coming from it yet. Give it a few more quarters.

9. Competitive environment - great. Pricing Pressure - not alot.

I'm long ITWO (#1 holding) and will probably buy a few more shares on any weakness. This was a fine progress report IMO.

Shane

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News