Industri-Matematik Intl (IMIC) Message Board

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Technology Stocks : Industri-Matematik Intl (IMIC)

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To: bob zagorin who wrote (227)	5/17/1999 9:46:00 AM
From: Greg h2o	Read Replies (1) of 349

i only have the i2 report in hard copy, but here's an interesting excerpt: <What i2 has recognized is that the key to success in online selling and trade--even more so than in traditional channels--is linking customers, vendors and suppliers; shrinking the fulfillment cycles; delivering to promise; and finding the sales and fulfillment strategies that can optimize inherently shrinking margins.... With this acquisition (smart tech) a potentially much broader and deeper addressable market is aded, and the company's e-commerce message becomes more explicit, both of which should be positives for the long-term valuation. > they're going to be focusing on the area in which imic integrates with them. a friend of mine in the industry said he's really surprised somebody hasn't taken out imic at this point. of course, it's ridiculous to buy just on that speculation.... greg

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