Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mohan Marette who wrote (1104)	1/21/1999 5:29:00 PM
From: D. K. G.	Respond to of 2339

Mohan, I'll listen to replay later.(eom)

To: Mohan Marette who wrote (1104)	1/21/1999 6:32:00 PM
From: D. K. G.	Read Replies (3) \| Respond to of 2339

Mohan, here's a heads up on C.C. from someone who listened in live: post.messages.yahoo.com@m2.yahoo.com Upbeat and enthusiastic with an excellent outlook for 1999. 50% growth in sales force Continued emphasis on eBPO to drive revenue. Critical mass reached in terms of headcount (2200 employess) to execute in 1999. Decreased competition encountered in general. CPG revenues made up 17%, High-tech 57%. Automotive outlook very promising; automotive performance for 4Q 98 very good. Compaq first eBPO customer. eBPO will be the brains behind their web front end, doing intellignet configuration, pricing and profit assessment while tracking customer requirements International execution very good; management in Europe doing well. Several large Asian deals, one large Japanese deal and several major European deals Margin growth to be flat in 99; company will concentrate on reinvestment to increase revenue growth and hence market share. Average deal size actually increased, but is an aberration. Inroads into middle market (companies <300M in revenue) begininning to gain momentum Some other points, but these were the major ones. Also, I felt analyst questions were a lot less combative than in Q3 98. ---------------------------------------------------------------- That's a good start. - D