Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : i2 Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Lutz Moeller who wrote (823)	10/24/1998 10:00:00 AM
From: Edward F. Horst Jr.	Read Replies (1) \| Respond to of 2339

Except from normal mathematical slowing due to getting larger, I really don't expect ITWO growth to slow. They are the leader in SCM with a significant lead time on competition. SCM is also becoming more and more recognized by companies as cheaper, easier to install and with a faster, more substantial payback than ERP. Skilled labor to implement is a potential inhibitor, but so many major consulting firms have developed the skill sets, I really don't see this hurting. SCM is a key strategic requirement for companies to lower costs, operate more efficiently with suppliers and customers and to remain competitive. Last time I checked, most companies recognize these as Priority #1 issues. I also am very impressed by management's understanding of "investing more now to grow more later" in spite of analyst pressures "to exceed this quarter". IMO!