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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (12826)	7/18/2002 10:10:14 PM
From: Lizzie Tudor	Respond to of 57684

an outstanding quarter for psft, imo. Here are my notes from the call. Message 17759684 Psft comments a lot about winning supply chain deals, but when asked about who the competition is for these deals, he says about half were enterprise players (Oracle SAP) and the other half best of breed supply chain- where he lists Ariba, commerce one and manugistics. Manu is a real supply chain but c1 and ariba are not, therefore I suspect psft is still SCM "lite". I believe i2 is still holding their own in this climate its just that their customers have collapsed- they are not cannibalized by psft or orcl - yet. L