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

To: Senor VS who wrote (3189)	11/8/1998 11:42:00 PM
From: Mohan Marette	Respond to of 12475

Am I bullish on i2? Yeah you can say that again.<g> Hi Ravi: Here is a comment by CS First Boston on i2 Technologies,fot it from Yahoo. CS First Boston comments by: NullPointer0 1373 of 1373 i2 - Why i2's Advantage Extends Beyond its Products Summary i2's market lead over its ERP competitors is not limited to products. The company's unique consultative selling approach makes it as much an adviser as a merchant in sales cycles. Ongoing consultation after the initial implementation verifies success and identifies new applications for improvement. At a seminar we attended, it was clear customers increasingly understand the theory of supply chain improvement, and are recognizing the limits of trying to manage the process manually without software. Most important, payback on customer investments in the initial applications is justifying a continuing flow of reorders, demonstrating the effectiveness of the software. Maintain BUY. * i2's consultative selling approach, Supply Chain Opportunity Assessment (SOA), collaboratively identifies results before the sale. SOA is an exhaustive review process i2 undertakes to ensure its customers maximize value creation and achieve rapid return on investment. It's different from what is typically done in justifying ERP implementations in several ways. It's a consultative selling approach that engages the customer in collaboratively identifying bottlenecks in the existing supply chain. It is part of i2's methodology of selling quantifiable results. In addition, the customer pays the cost of the review. The process is short, typically one to two weeks. With over 500 customers in some form of implementation, i2 has developed a unique understanding of problems impacting many different vertical markets. i2 is continually working to leverage this knowledge base to embrace SOA across various vertical markets including high-tech, semiconductors, apparel, CPG, metals, automotive, and A&D, among others. ... * Initial customer paybacks are paving the path for the next wave of investment. i2's strategy to create an incremental series of products where the initial investment for the first application will pay for the next wave of i2 applications is beginning to payoff. Numerous customers, such as Cummins Engine (implementers of i2's Sequencer product), have openly communicated their i2 investment payback was measured in months, not years. We anticipate Cummins will be a repeat buyer. Hewlett-Packard's $11M re-order and Bethlehem Steel's seventh re-order in Q3:98 provide further evidence of i2's measurable business impact. As i2 gains footing in less developed vertical markets, including automotive, aerospace and defense, and process industries, we expect the customer investment wave to continue to intensify.

To: Senor VS who wrote (3189)	11/9/1998 10:13:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 12475

Business India-From Asian intelligence. Ravi: Interesting news from home. INDIA'S SOFTWARE EXPORT EARNINGS POISED FOR 62% GROWTH NEW DELHI - India's software export earnings are likely to increase by over 62 per cent and touch Rs 110 billion (US$2.6 billion) in the current fiscal year, according to the Electronics and Computer Software Export Promotion Council (ESC). Software export earnings had grown at an average rate of 55 per cent and stood at Rs 68 billion (US$1.6 billion) at the end of fiscal 1997-98, a council statement said. India exported software to 125 countries and there were 625 exporters contributing to the sector's growth, it said. To tap the huge market, the ESC planned a major assistance programme for small and medium software exporters by providing new financing mechanisms, it said. INDIA TO ALLOW MINORITY FOREIGN STAKES IN INSURERS LONDON - India will allow minority stakes for foreign companies in the insurance sector and a bill to this effect will be brought in the forthcoming winter session of the Parliament, federal finance minister Yashwant Sinha said. "We plan to allow foreign equity in insurance to bring it on par with world levels and harness the funds for long-term needs in infrastructure develoment," Sinha told investors in London. The minister sought to allay fears of further delay in the opening of the insurance sector due to the process of moving the proposed bill to a joint committee of Parliament.