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: Lizzie Tudor who wrote (854)	10/28/1998 10:56:00 PM
From: Shane M	Read Replies (2) \| Respond to of 2339

Michelle, This is a followup to your post concerning AMAT on the ORCL thread. Your comments got me to thinking that perhaps there's two ways to look at the AMAT changeover from SAP to ORCL/i2. 1. If indeed the benefits of i2 were a driving factor in the deal, then it is clearly good for ORCL and i2. 2. It could be viewed poorly, however, if one interprets the deal as "i2 doesn't work well with SAP." If a company must throw out SAP to get to i2, well... I just don't like that scenario. It will be interesting going forward to watch for implementations of Rhythm on R/3. I didn't hear that addressed in the CC. The general impression I had was that implementing i2 w/ SAP wasn't impossible, but it was more complicated. Can anyone on the thread add input to this? Thanks, Shane