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Technology Stocks : i2 Technologies

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To: Lizzie Tudor who wrote (1134)	1/24/1999 10:42:00 AM
From: Mohan Marette	Read Replies (1) of 2339

Concerned about SAP? Michelle: I found this great little research report from Lehman Brothers about SAP. This what Lehman says (report dated Jan,07.99) about SAP- 'We suspect shortfall was not just Japan.Be cautious'.... ....'Growth appears to have decelerated dramatically in ALL regions (American from 65% in Q3 to 24%,EMEA(Europe,Middle East & Africa) 58% to 11% and Asia Pacific from 4% to -7%)...'etc etc.. Now considering SAP's threat to i2 in the SCM space it looks like SAP has other worries & priorities at the moment than taking on i2.If I were them I would be concentrating more on stopping the bleeding than getting into new peripheral segments.Just my thoughts. lehman.com

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