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Strategies & Market Trends : India Coffee House -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (1045)5/29/1998 12:08:00 PM
From: Lee  Respond to of 12475
 
Mohan,

Its management, not software, that will create these savings. The whole concept that I2 and MANU promote is software, which facilitates the management. Like JIT, this management practice is spreading.

To create the competing software is not too difficult, IMHO. I see SCM as a fad. While it does have its place, I'm just not sure the "place" supports the valuations of these stocks.

I'd like to learn more though and will appreciably listen to further argument.

Lee


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