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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (56530)	10/16/2000 3:29:34 PM
From: Lost1	Read Replies (2) \| Respond to of 63513

perhaps it's a valuation deal on ITWO..I haven't checked their #s..but CMRC and ARBA area pretty high and they seem strong to me

To: Rich1 who wrote (56530)	10/16/2000 9:26:28 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 63513

Why is ITWO the stock of choice on the B2B's i2 is the only company that has successfully launched a sell-side implementation. This is a complex order cycle transaction all the way down to ship notifications from fedex. For some reason arba and cmrc are having a tough time doing end-to-end transactions... I'm not sure why... I mean this stuff is tough but not impossible. I2 has some software that the other guys don't have, planning tools etc for your chain which are great... but thats not whats driving i2, imo... its the failure of covisint and other exchanges to get off the ground thats the issue. I2 is hindered with an obsolete (non-java) architecture but for now their experience is carrying them. I actually was negative on i2's valuation a few months ago but that was assuming arba actually launched some of their sites!