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

To: Lizzie Tudor who wrote (998)	11/15/1998 8:08:00 PM
From: HN	Respond to of 2339

<<Anyway rumor has it that this constant chanting "were going to overtake Sap" from Sidhu cost I2 their Sap partnership. In actuality Sap mgmt probably finally realized that SCM was needed in house to drive their business>> The second point is what actually happened, according to i2ers. The other point would seem to be at odds with the way Sanjiv reputedly operates. He is reputedly very cautious and respectful of competition and not one to make public statements frivolously. As Michelle has said several times before, SAP was probably alarmed by the importance SCM was accorded in the few joint accounts SAP and i2 had before the partnership was ended. Plus, in Sidhu's own words, i2 has the tendency to forget partners when they see money on the table... And thanks to Mohan, Michelle and others from a newbie for this wonderful discussion board. HN