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To: Mark Fowler who wrote (126312)6/10/2001 9:59:01 PM
From: GST  Read Replies (2) | Respond to of 164684
 
Mark: The difference between i2 and others is that it is mission critical to its customers and estimates to future earnings are very likely to be substantially increased. Manu is viewed as a lower risk play because its software requires eating in smaller bites -- more appettizing to the gun shy capital budget managers of corporate America. SCM is growing -- name me any other sector of tech that can say that with any certainty.


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