Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: D. K. G. who wrote (1281)	4/30/1999 11:36:00 PM
From: Shane M	Read Replies (2) \| Respond to of 2339

Denis, on ORCL: I agree that despite early hopes ORCL is not going to be a close partner - although they will still have a good working relationship with i2 IMO. They can't afford to not compete in SCM with their own offering, but I really wonder if they can afford to not integrate well with i2. Some people that I've seen posting seem to feel that i2/ORCL functionality was actually helping ORCL win some deals that they otherwise wouldn't get. Don't know if SAP is CAT and Ford's ERP. There's been an underlying theme in the past couple of CC's regarding automotive. Sanjiv has spent quite a bit of time discussing the importance of cracking the automotive supply chain - far more time than the revenues would indicate. It's interesting to see that things are starting to happen there. I don't know what to make of Dave Carey's departure. A company like ITWO has a pretty bright future so it must be one whale of a good incentive package to lure him from the company. Shane