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Technology Stocks : i2 Technologies
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To: Mohan Marette who wrote (1144)1/25/1999 2:31:00 PM
From: Pravin Kumar  Read Replies (3) of 2339
 
Mohan, one of the major mis-perceptions on this board is that a Manu customer can buy from i2. This is not the case. The Manu customer base and product-line is heavily focused on CPG (Consumer Packaged Goods - e.g. things in your average grocery store or drug store), and process manufacturing. The i2 product line has been focused on complex manufacturing (e.g. computers, telephone switches) and heavy industrials (e.g. metals, and automotive).

i2 has been trying to penetrate the CPG market for a while and no doubt with their strength they will eventually succeed. However, they aren't there today.

This is all the more reason that i2 should buy Manu. Their customer bases have very little overlap. I couldn't figure why this hasn't happened. The only thing that I can imagine is that the Manu executive team is unrealistic in the valuation and/or i2 is trying to low-ball them. With the Manu customer-base and product-line, i2 would be formidable.

my $.02

Mohan wrote: Perception- Also note that due to all the bad news from MANU and BAAN potential customers may shy away from buying products from them as most likely the customers would rather buy the product from a company like i2 who has proven products,excellent management, rock solid performance and an impressive customer list.As for SAP you know they don't have any products yet to compete with i2. I believe i2 has taken center stage in SCM/eBPO segment.
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