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

To: Shane M who wrote (1267)	4/24/1999 12:44:00 AM
From: Shane M	Respond to of 2339

CC summary - in disjointed form: Biggest deal of the quarter: IBM for undisclosed amount. Tech deals: IBM (above), Compaq $13.4 million. Others mentioned in tech: Celestica, Canon, Phillips, Seagate, and Sequent. CPG deals: Russell apparel, Mitsui (Japan), and another company I couldn't clearly hear. Automotive: Mercedes and Cummins. They mentioned that they had 12 deals for over $1 million and they mentioned 12 companies, so I'm guessing all the above deals were for over the $1 million. Pipeline: still strong, probably a little stronger than previous quarter. The quarter seemed to Dave Carey to be somewhat less backend loaded than previous quarters ( under less pressure). Big 6 is supporting i2 in more concerted way now. Should help with implementations. Company is taking advantage of hiring opportunities. Actually mentioned they look to accelerate hiring beyond their plan at the beginnng of year. Competitive environment doesn't appear to be much changed. SAP apparently still not much of a factor. Manugistics wasn't even mentioned in this CC. Main constraint on growth remains qualified sales people on the street. In addition, implementation capacity still is below demand. Key to Y2K is to do a good job of qualifying customers that have already dealt with their Y2K issues. ORCL working relationship, while still good, is not developing to be as close as I had previously hoped. Overall, I felt the call had a somewhat more relaxed air about it - perhaps to the point of exuding a quiet confidence. Very little of the cautionary language that Sanjiv has tended to to load into the calls. Shane