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

To: Shane M who wrote (992)	11/14/1998 9:25:00 AM
From: orkrious	Read Replies (3) \| Respond to of 2339

Shane, Based on what Sanjiv said in the CC the pipeline is stronger now than in the last quarter. I felt most forward looking statements were bullish -- with the exception of when they got around to guiding the analysts.... Shane, that's articulate enough. Lets hope the pipeline includes in second half of 99. I have no way of knowing if it's true, but Y2K could benefit them somewhat if old manufacturing systems are replaced with far better state-of-the-art stuff. Still, you would think good managers would already have it completed by mid 99. But I guess many might not be good. Thanks for your input. Jay

To: Shane M who wrote (992)	11/14/1998 12:17:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 2339

Y2K closes the window on software upgrades-Trouble brewing for ERP? Shane: Just ran in to this article and I am curious as to what you think about it.I see trouble brewing for ERP vendors in 1999,could this somehow have a positive effect on SCM vendors particularly i2? =============================================== source:infoworld. By Jessica Davis InfoWorld Electric Posted at 4:43 PM PT, Nov 13, 1998 Software providers looking to deliver major upgrades of their applications may be out of luck as IT organizations stretched too thin by the year-2000 problem move to postpone all major software upgrades. Faced with budget crunches and other resource shortages caused by fixing their year-2000 problems, IT departments are increasingly putting off big software upgrades until after the new millennium begins. "If you are talking about a server operating system or an ERP [enterprise resource planning] implementation, there are high risks to starting that now," said Richard McLean, an information technologist at Northrop Grumman, a systems integrator in Herndon, Va., that provides year-2000 remediation to the government and Fortune 500 companies. That recommendation to delay upgrades -- from systems integrators, analysts, and corporate IT managers -- will likely spell trouble for the sales of high-end software set to ship during 1999. Hoping to get in before the deadline is Lotus, which is rushing to get Release 5 of Notes/Domino out by the end of the year. Also, SAP's forthcoming line of front-office applications was recently delayed to mid-1999, making it a tough sell to many IT shops before year's end. Due to the length of ERP implementation cycles and IT shops' year-2000 preoccupation, PeopleSoft is deliberately putting on the brakes and delaying Version 8 of its namesake suite until after 2000. The biggest loser could be Microsoft. Microsoft is no longer predicting a ship date for Windows 2000, its server OS upgrade to Windows NT, which has already been delayed for more than a year. "Users now are more sensitive and realistic about the pain and risk involved in upgrading" a server OS, said Chris LeTocq, an analyst at Dataquest, in San Jose, Calif. Gannett, a Fortune 250 publishing company, for example, doesn't plan to install Windows 2000 until after the year 2000. "We are watching Win2000 carefully and aren't planning on major implementations until after the year 2000," said Eric Kuzmack, a senior analyst at Gannett, in Silver Spring, Md., and an InfoWorld Corporate Advisory Board member. Seeing an opportunity, many software vendors are now using the year-2000 problem as a tool to sell their software, promising an upgrade will fix the ailment. "In many cases vendors aren't being helpful; they are using Y2K to sell software," said Jeff Tarter, editor and publisher of the Watertown, Mass.-based newsletter, Softletter. Northrop Grumman's McLean recommends that users turn a deaf ear to those sales promises. "People are listening to salesmen who say they can have an implementation done by the middle of 1999," McLean said. "If you listen to that, your risk is going higher and higher. If there is a work-around for systems you have, [a] source code, or a patch, take that path." Jessica Davis is an InfoWorld editor at large.