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To: Mike Buckley who wrote (9143)	10/29/1999 9:55:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Merlin, here is the article on NET and ERP from Business Week: businessweek.com I think I understand your remark about "the author fell for Oracle's propaganda, having taken in the hook, the line and the sinker.", but I would appreciate your illumination of your opinion. Exactly what propaganda did the author fall for? Thanks

To: Mike Buckley who wrote (9143)	10/29/1999 11:09:00 AM
From: Bruce Brown	Respond to of 54805

Excellent article. You are right, the author took the fall for Oracle's orations. The market certainly is focusing on Siebel and i2 just as the article mentions how fast these two are growing and dominating. i2 has taken on SAP and here's what the article said: "...this creates global ties that help coordinate shipments and invoicing between scores of companies as smoothly as if they were one entity. Supply-chain software is already a $1.4 billion market, led by i2 Technologies Inc. (ITWO) and Manugistics Group Inc. (MANU), and it's expected to quadruple in the next three years. Now, the major enterprise-software makers are aggressively rolling out suites of supply-chain and customer-relationship software. The stock market still respects their clout. When SAP released its supply-chain products a year ago, i2's stock plunged from 42 to 12. Despite the initial enthusiasm, SAP has failed to land the expected mega-contracts. Meanwhile, its smaller competitors keep growing. Sales at i2 have soared 75% since the SAP launch, and the stock is at $53. Crows Gregg McKee, i2's senior consultant for worldwide alliances: 'SAP is basically giving its software away, and sometimes they can't even give it away.' SAP argues that it has landed about 150 contracts, including Colgate-Palmolive. It confirms that it's deeply discounting some products, but denies it's giving software away. i2 is now hovering around $80 and Siebel is hovering well over $100. Based on their size, I would never rule out them being acquired, but for now these small guys have the ball firmly in their courts - despite what the orations are from Oracle and SAP. BB