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

To: D. K. G. who wrote (1211)	3/10/1999 2:57:00 PM
From: Lizzie Tudor	Respond to of 2339

I agree the SCM market is growing, almost as fast as front office which is the only other growing software sector. In general 50% growth rates are great and you would have an excellent investment there but the problem here (that Sebl DOESNT HAVE) is that Sap and Psft both have weak SCM offerings (or vaporware) for SCM and their core ERP business is hurting so badly that they are giving this stuff away. I2 is not cheap, of course it is still preferable in the long run based on the cost of sales improvements it delivers - but at this point only the high volume low margin people are going to be able to justify the expense. The SCP and SCE acronyms are new to me, and I'm not quite sure what they encompass. Example they have SCP as including both I2 and Manu which are 2 companies that don't really sell into each others spaces, and then for SCE they have McHugh and BDM, which I thought sold WMS (Warehouse management system) products. WMS and outbound logistics kind of overlap and for example Manu has a few things in the transportation area - oh for that matter so does I2 with the acquisition of ITLS last year - so maybe the analysts are now including WMSs into the entire spectrum of SCM - I don't think WMSs were included before. Of course it depends on whose research you are reading. Last I heard Sap had a WMS in the works which was a different initiative than SCOPE. So I think for the purposes of this board we are discussing the SCE portion of SCM solely. The whole reason I am dwelling on this is because Warehouse Management Systems were projected to have huge growth rates according to AMR last year. This is because WMSs can be key in the hub and spoke distribution model that the internet companies (such as amzn) employ. This could skew the growth rates upward because this is not an area that constitutes much of I2s business. Just something to look in to.