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

To: Mohan Marette who wrote (1144)	1/25/1999 2:20:00 AM
From: Andrew Williams	Read Replies (2) \| Respond to of 2339

I have been lurking on the thread and watching I2 for awhile and have a couple of comments: MANU - Given that Manu only has a market cap of a couple hundred million, should ITWO look at buying MANU? Here is some of my reasons: 1. MANU would give ITWO instant access to more human resources which I assume could be applied to ITWO current product offerings. 2. MANU has some sales leads and channels that could be beneficial to ITWO. 3. It keeps SAP/PSFT or whoever(although maybe now unlikely) from buying MANU and potentially disrupting the market for ITWO. Recruiting I2 has the recruiting engine running pretty well. I interviewed with them a couple of months ago and it appears that they have numerous interviews going on every day and they have large recruiting days on Saturday. After one day of 5-6 interviews they are good at making a decision. Most of the people I spoke with were consultants and I was impressed with thier ability to focus and prioritorize. In my case, they made a good offer with stock option incentives(many of the people I spoke with made more money on options than in salary), but I chose to accept another position in a different field of work. Andy

To: Mohan Marette who wrote (1144)	1/25/1999 2:31:00 PM
From: Pravin Kumar	Read Replies (3) \| Respond to of 2339

Mohan, one of the major mis-perceptions on this board is that a Manu customer can buy from i2. This is not the case. The Manu customer base and product-line is heavily focused on CPG (Consumer Packaged Goods - e.g. things in your average grocery store or drug store), and process manufacturing. The i2 product line has been focused on complex manufacturing (e.g. computers, telephone switches) and heavy industrials (e.g. metals, and automotive). i2 has been trying to penetrate the CPG market for a while and no doubt with their strength they will eventually succeed. However, they aren't there today. This is all the more reason that i2 should buy Manu. Their customer bases have very little overlap. I couldn't figure why this hasn't happened. The only thing that I can imagine is that the Manu executive team is unrealistic in the valuation and/or i2 is trying to low-ball them. With the Manu customer-base and product-line, i2 would be formidable. my $.02 Mohan wrote: Perception- Also note that due to all the bad news from MANU and BAAN potential customers may shy away from buying products from them as most likely the customers would rather buy the product from a company like i2 who has proven products,excellent management, rock solid performance and an impressive customer list.As for SAP you know they don't have any products yet to compete with i2. I believe i2 has taken center stage in SCM/eBPO segment.