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Technology Stocks : i2 Technologies -- Ignore unavailable to you. Want to Upgrade?

To: D. K. G. who wrote (1303)	6/16/1999 10:16:00 PM
From: Shane M	Respond to of 2339

Denis, In the last CC Sanjiv sounded disappointed that ORCL and ITWO were not working together as closely as he had hoped. I think he termed the relationship with ORCL as "unclear." ORCL seemed to be at a crossroads of whether to partner closely with ITWO or compete. I expect a hybrid strategy from ORCL, of supplying a low end SCM while still working with ITWO on the high end. My understanding is that ITWO functionality currently helps ORCL sell ERP deals they otherwise wouldn't get so ORCL really has no choice but cooperate with ITWO in some instances. As ITWO solidifies its position, I think ORCL and the others will begin to understand that easier integration with i2 becomes advantageous for their own product. As you can see, I'm still hoping that i2 becomes a gorilla. Just as apps developers support Windows out of necessity, hopefully ERP vendors will support i2 out of necessity. FWIW, Shane. BTW: I haven't listened to the ORCL CC. Not currently following them closely.

To: D. K. G. who wrote (1303)	6/17/1999 8:40:00 AM
From: HVN	Respond to of 2339

From talking to i2 folks, and what ORCL is pushing, I don't think the relationship between ORCL and ITWO is really as strong as it's made out to be. Anyone hear anything to the contrary?

To: D. K. G. who wrote (1303)	6/21/1999 8:12:00 AM
From: D. K. G.	Respond to of 2339

Web Links Supply Chain To Storefront Richard Karpinski June 21, 1999, Issue: 770 Section: News & Analysis techweb.com Key supply-chain vendors are commerce-enabling their product lines to help users serve the needs of extended supply chains and, ultimately, their online customers. i2 Technologies Inc. last week launched products to support Web-enabled supply chains. The release closely followed the introduction of Manugistics Inc.'s own Web-based software, dubbed e-Chain. Efficient supply-chain planning has become even more important in the age of e-commerce, but the power of the Web cuts both ways, according to analysts. The Web offers a low-cost, standard way for companies to link up with suppliers. At the same time, e-commerce requires companies to collect ever more data from their suppliers and make that data "visible" to customers over the Web. "The way the supply chain is configured today for most companies, it just doesn't move fast enough," said AMR Research supply-chain analyst John Fontanella. "Customer acquisition on the Internet is becoming increasingly expensive, so once you get them, you have to make sure you serve them well. You've got to be able to look in the pipeline and calculate when you can get that product to your customer." i2 Technologies rolled out a pair of new products to Internet-enable the corporate supply chain. The developer's Rhythm Internet Fulfillment Server links to the supply chains of single or multiple vendors, coordinating orders for e-commerce sites. Capabilities include real-time intelligent planning via collaboration with partners and suppliers, real-time execution through integration with enterprise resource planning systems and intelligent tracking of orders. Complementing the fulfillment server is Rhythm Exchange Services, a virtual trading community platform that enables the creation of Web-based trading hubs. Those new products, plus upcoming e-commerce customer-facing capabilities from recent acquisition Smart Technologies, positions i2 to supply businesses with soup-to-nuts systems to meet the needs of sophisticated e-commerce sites, said Bill Bowers, the company's director product management. Manugistics, meanwhile, earlier this month launched a suite of products called e-Chain that lets customers build Internet-based supply-chain management systems. The suite includes e-Chain Communities, which allows for collaboration with key distributors, suppliers and manufacturers; e-Chain Fulfillment, which supports key processes such as build-to-order, real-time order status and a feature that compares production availability with delivery promises. The company also released Virtual Service Provider, which provides a platform for third-party shipping and logistics companies to become a key part of e-commerce supply chains. Pricing information was not available. --- Show and Tell: Supply-chain vendors are building commerce features into their products to provide a full view of a product pipeline. Vendor: i2 Technologies Product: Intelligent eBusiness Components: Rhythm Internet Fulfillment Server: Link single or multiple supply chains to enable e-commerce fulfillment Rhythm Exchange Services: Virtual trading community platform Vendor: Manugistics Product: e-Chain Components: e-Chain Communities: Enables collaboration with key distributors and manufacturers e-Chain Fulfillment: Supports cutting-edge e-fulfillment strategies Virtual Service Provider: Tools for third-party logistics companies to link to Internet supply chains Copyright ® 1999 CMP Media Inc.