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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Percival 917 who wrote (5764)	9/1/1999 11:14:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Joel, Any thoughts as to the competitive aspects to Seibel and is I2 enough different to consider it as a separate potential investment? Off the top of my head, I can't think of any way i2 currently directly competes with Siebel. i2's market is definitely different enough to consider it as a separate investment. I say potential as I2 is not a gorilla or even possibly a candidate but over the next year who knows? Definitely a candidate. Their competition is Manugistics and virtually all of the ERP players. Supply-chain software is more naturally related to back-office software than front-office software. That's why the ERP players have already moved into the field. It's a natural fit for them, more natural than their entry into the front-office arena. Personally, I'd stay away from supply-chain software. There are much better opportunities out there. Just my opinion. --Mike Buckley