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

To: Pravin Kumar who wrote (1151)	1/25/1999 3:10:00 PM
From: Bala Vasireddi	Read Replies (1) \| Respond to of 2339

re: Manu being purchased by I2. Take this for whatever it is worth. I read somewhere (within the past 2 days) that buying MANU was explored by a lot of companies. Including I2. The sticking point was that Bill Gibson wanted a seat on the board of the acquirer. Don't know if everything else was a non-issue. -Bala

To: Pravin Kumar who wrote (1151)	1/25/1999 10:07:00 PM
From: Mohan Marette	Respond to of 2339

Pravin: Thanks for your comments,make sense to me.Like Shane said if ITWO can develop a CPG package in-house it will be a lot better for the company instead of buying a loser though there might be some advantages if the price is right but I hate the thought of getting the imbecile management with the deal even if it is only one or two .Considering the likelihood of many MANU employees coming over to ITWO it may be even easier than we think,to develop a CPG package in-house that is.

To: Pravin Kumar who wrote (1151)	1/25/1999 10:09:00 PM
From: Shane M	Read Replies (2) \| Respond to of 2339

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. Pravin, I'm don't know enough to comment on the competitive environment in CPG, but i2 announced a $8.5 million deal with an unnamed apparel manufacturer this past quarter, so inroads are being made. In the Conf Call Sanjiv didn't seem like he was all fired up to go after what he called the "simpler" CPG deals though. He realizes complex problems is where i2 dominates - and this is where the real high valued added work can be done. I don't know if he's saying he doesn't want to compete in CPG, or whether he has so many irons in the fire that he doesn't prioritize CPG. I agree that MANU makes sense strategically, but lets not pay too much for it. (I'm thinking in terms of opportunity cost. What ROI will i2 expect from MANU vs. other opportunities. There's alot of green grass out there.) Also, are the technologies compatible? I've heard comments suggesting they may not be. Shane