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To: Homer who wrote (156)	6/2/1998 8:38:00 AM
From: Homer	Read Replies (1) \| Respond to of 180

Did you see this on supply chain?? Pretty interesting....LGTY is mentioned by one of two interviewees as a "...viable competitor..." to Manu & Itwo.... briefing.com There are a number of smaller players, both public and private, which make up the other 50%. Two public companies that stand out as viable competitors in the supply chain management market are Logility (LGTY) and Aspen Technology (AZPN). In the mid-1990s, the ERP market began to get saturated, but unfortunately, for the supply chain management companies, the Year 2000 issue then became a top consideration at that time. Consequently, IT budgets got diverted to address the Year 2000 fix which, in turn, detracted from spending on supply chain management software. Once the Year 2000 issue is resolved, however, we anticipate growth rates in the area of 50% for the supply chain management market. Cheers