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Technology Stocks : i2 Technologies
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To: Lizzie Tudor who wrote (1171)3/9/1999 9:15:00 PM
From: Shane M  Read Replies (3) of 2339
 
Michelle,

I was hoping I could coax you to stop by the ITWO thread and drop us an insiders view on the industry as things are currently shaping up.

A recent AMR report indicates that the first half of '99 looks to be somewhat slower than expected for SCM. I'm not sure where they get their info, but I'd guess that some i2 would be part of any survey.

Secondly, it sounds as if SAP is sucking wind hard. Any news on APO progress from any contacts that you have?

Is there any talk of a MANU revival? I saw a recent press release where they won a contract head to head vs. i2 with a winery. I note that you still have MANU listed on your profile as one of your favorite stocks.

Also, how do you see Y2K currently impacting projects in practice? Are you seeing increased concern at this point, are are people beginning to look past it and examine opportunities like i2?

Thanks for any comments. I appreciate your insight.

Shane
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