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Technology Stocks : i2 Technologies

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To: Mohan Marette who wrote (1142)	1/24/1999 4:22:00 PM
From: Shane M	Read Replies (2) of 2339

Mohan, I know you addressed this questions to Michelle, but I have some thoughts here too. On the CC the company mentioned they've benefitted from ERP weakness in a couple ways. 1) Companies are increasingly becoming dissatisfied with ROI of ERP and are increasingly beginnng to see SCM as alternative with high ROI. 2) Weakness in ERP is giving ITWO great opportunity to hire salespeople away from ERP. Said it was the best hiring environment they've seen in years. Also, this was a strong quarter - to me proof that i2 _is_ differentiating itself from the field. Shane

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