SI
SI
discoversearch

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 (1145)1/24/1999 9:21:00 PM
From: Shane M  Read Replies (1) | Respond to of 2339
 
Mohan,

A comment on SAP. In the CC an analyst asked Sanjiv about competitive environment and SAP in particular. Sanjiv didn't know if SAP has started shipping APO yet. Doesn't exactly sound like he's overly worried about them right now.

Not discounting the threat, but lets not overestimate it either. SAP has its own problems and my guess is SCM is falling down the list of priorities.

Shane