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

To: Lizzie Tudor who wrote (1134)	1/23/1999 3:52:00 PM
From: Shane M	Read Replies (1) \| Respond to of 2339

Thread, Listened to the CC this morning. I was very pleased. Comments: 1. I like the emphasis the co is putting on the auto sector. If they can crack that egg... well we all know how big that would be. When asked about competition in automotive Sanjiv said that really they're only competing with internal developers at the companies. Seems like this would be a great space for the ITWO standard to come in and make the supply chains more efficient. Sanjiv felt they were getting very close. Given the close ties in the automotive chaing, this to me would seem to become a domino effect as suppliers not tied into ITWO would be at a competitive disadvantage to those that are. 2. ITWO will continue to own high tech. MANU has all but given up moving into this space in favor of focusing on CPG. 3. Seems they can hire all the quality salespeople they want. Very good news given that "feet on the street" is the primary constraint. 4. Key going forward is market share/revenue growth. They're going to remain in investing in the business mode - will not look to squeeze for more profit at this point. I like the strategy. 10% margins are the target. 5. Y2K didn't seem to be a concern to Sanjiv. 6. More support from Big 5. More implementors are now familiar with the product. They're over the hump in this regard. This is not holding them back. 7. e-BPO and new product lines opening more doors. Trying to become more of a "capability provider" rather than a "point solution." This is very much what we should expect a potential gorilla to do. 8. ORCL relationship still spoken of positively, but I didn't get the feel that alot of revenue coming from it yet. Give it a few more quarters. 9. Competitive environment - great. Pricing Pressure - not alot. I'm long ITWO (#1 holding) and will probably buy a few more shares on any weakness. This was a fine progress report IMO. Shane

To: Lizzie Tudor who wrote (1134)	1/24/1999 10:42:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 2339

Concerned about SAP? Michelle: I found this great little research report from Lehman Brothers about SAP. This what Lehman says (report dated Jan,07.99) about SAP- 'We suspect shortfall was not just Japan.Be cautious'.... ....'Growth appears to have decelerated dramatically in ALL regions (American from 65% in Q3 to 24%,EMEA(Europe,Middle East & Africa) 58% to 11% and Asia Pacific from 4% to -7%)...'etc etc.. Now considering SAP's threat to i2 in the SCM space it looks like SAP has other worries & priorities at the moment than taking on i2.If I were them I would be concentrating more on stopping the bleeding than getting into new peripheral segments.Just my thoughts. lehman.com