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Technology Stocks : i2 Technologies

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To: Pravin Kumar who wrote (1151)	1/25/1999 10:09:00 PM
From: Shane M	Read Replies (2) of 2339

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. Pravin, I'm don't know enough to comment on the competitive environment in CPG, but i2 announced a $8.5 million deal with an unnamed apparel manufacturer this past quarter, so inroads are being made. In the Conf Call Sanjiv didn't seem like he was all fired up to go after what he called the "simpler" CPG deals though. He realizes complex problems is where i2 dominates - and this is where the real high valued added work can be done. I don't know if he's saying he doesn't want to compete in CPG, or whether he has so many irons in the fire that he doesn't prioritize CPG. I agree that MANU makes sense strategically, but lets not pay too much for it. (I'm thinking in terms of opportunity cost. What ROI will i2 expect from MANU vs. other opportunities. There's alot of green grass out there.) Also, are the technologies compatible? I've heard comments suggesting they may not be. Shane

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