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

To: Mohan Marette who wrote (881)	11/6/1998 9:18:00 PM
From: Shane M	Respond to of 2339

Mohan, SPD, yet another anachronym.... <G> From the sound of it, i2 will be right in the middle of things. From a big picture point of view, it many of the large ERP cos are moving this direction. Oracle and Peoplesoft in particular come to mind. I would like to see i2 work with both, but since Peoplesoft has Red Pepper it will be more difficult there, at least until it becomes apparent that not working with i2 will hurt their business. The partnership with Oracle, at least philosophically, is the right place to be IMO. Would like to see thing bear some fruit though -- "low hanging" or not. IMIC also seems to fit well into this vision of the future too. Personally, I think i2 is a winner, and if I was an ERP vendor I'd want to add i2 to my value chain in whatever ways I could. In the same vein, i2 should do always be cultivating these relationships with ERP. Just my thoughts. It would be interesting to hear this from a programmers' point of view. In a perfect world, would i2 be better off taking an approach favoring fresh code, optimized for an internet environment, or would bolting on i2 functionality to existing ERP be the better approach. Shane

To: Mohan Marette who wrote (881)	11/6/1998 9:36:00 PM
From: D. K. G.	Read Replies (1) \| Respond to of 2339

Excellent job Mohan, your data mining has yielded some large carat nuggets. I only wish I could understand the significance of all this. I wonder if Soundview regraded i2 since the fateful Oct. 22nd * bay of analysts * incident<ggg>. I noticed i2 presented at Soundview's conference this week. Cheers, Denis

To: Mohan Marette who wrote (881)	11/7/1998 12:07:00 PM
From: KM	Read Replies (2) \| Respond to of 2339

Hello Mohan. Here;s some very positive comments on i2 from this week's Barrons. You ought to be amused by the comment that if you missed Dell, you can buy i2. The guys answering the questions are technology mutual fund managers. BTW, I am sufficiently intrigued by this to take a position in the stock. I like that it's significantly off it's 52 week high. * * * * Q: Which companies make sense to you here? McNamee: We especially like I2, the leader in the supply-chain-management category. It's a business with quick payback. At the end of the day if you use I2 software and your competitor doesn't, you win. People will spend $20 million or $30 million on an SAP installation, and all they get is prettier reports about accounting information they already knew. You buy I2 software, and your whole manufacturing line works better. * * * * Q: What else? Landis: If you're impressed by what Dell has done with redefining the right way to run a business, then you can do a lot worse than to quit kicking yourself over not owning Dell and buy i2. Q: Another i2 devotee, eh? If the company is so great, and the stock so cheap, why doesn't Oracle or PeopleSoft or SAP just go buy them? Landis: Sometimes, you know you're invested in the right stock because you don't want the company to get acquired. You don't buy a stock like i2 because you can make 40% in a week when somebody announces a buyout. You get into it because you can want it to double, and then double again, and again. Q: But strategically, wouldn't it make sense for SAP to buy I2? Landis: Absolutely. It would make even more sense for Oracle. SAP seems more inclined to create their own products and muscle their way in. Oracle, on the other hand, might try to leapfrog in.