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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Dinesh who wrote (3933)	12/19/1998 12:31:00 AM
From: Shane M	Read Replies (1) \| Respond to of 4509

Dinesh, ITWO or MANU is probably who you're thinking of. ITWO is already a close partner with ORCL and is considered the SCM leader. MANU is subject to constant takeover rumor. Shane

To: Dinesh who wrote (3933)	12/19/1998 7:16:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 4509

The only 2 significant SCM vendors are ITWO (the clear leader) and Manugistics. Oracle ERP has a pretty close relationship with both, but soemthing unique about the I2 "partnership" - not quite sure the details. SO for example if you want to buy Oracle ERP + SCM, as I understand it the Oracle rep will recommend I2 for discrete (high tech) mfg and Manu for CPG and he/she gets the commission as if it were an Oracle product. Psft acquired Red Pepper really early on in the SCM game which was quite a coup... but Im not sure if they have been able to execute. Michelle