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

To: John Stichnoth who wrote (8619)	10/22/1999 12:10:00 PM
From: pala	Respond to of 54805

<<and the issue of gorillas meeting gorillas. sebl is a gorilla, but their sector is hemmed in by competing applications providers>> Your right John, I'm not as familiar with SEBL as i2 so I'll give it a shot. Both SEBL and ITWO products work just fine on all major ERP programs. These guys are not hemmed in at all, 39% of SEBL's sales last Qtr were uncontested. They may be constrained by ORCL's FUD a bit, but how long can the pragmatist's wait for vaporware? Early this year SAP passed on an opportunity to buy MANU (#2 SCM foundering company) resulting in the resignation of SAP's North American President, followed by others. SAP is advertising for SCM people, why would anyone with knowledge of SCM opt for employment with SAP and their top down autocratical management (and dead stock) over a competitor with a ~3 yr lead? Even German company's with SAP R3 are buying i2's product, Seimens and Phillips being the latest. I could go on and on, but this is going to be a case of the fast eating the slow. i2 will be off our watch and wait list and up with the Gorillas soon. Enjoy Doug