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

To: Shane M who wrote (1294)	5/31/1999 10:11:00 PM
From: D. K. G.	Read Replies (2) \| Respond to of 2339

techweb.com <<Implementing ERP alone is no longer considered a strategic advantage; it's the second-wave tools that will fully leverage ERP systems and let users get the most out of their investments. At least, that's the newest selling point for ERP vendors, which have started pitching users on the idea that "You can't get there without starting here." As a result, more companies are factoring such calculations into their ERP-driven business cases from the beginning. Toro's Hansen agrees that ERP is the first of many steps. He says SAP gives Toro a substantially better platform from which to conduct E-business activities. By extending SAP onto the Internet, Toro plans to share inventory information with business partners around-the-clock, so they can see in real time which products are available and which have been committed to other partners. "From a strategic position, we have spent the last three years on nonglorious plumbing," Hansen says. "But that's allowed us to set the table for new supply-chain and E-business efficiencies that will yield substantial benefits for this company." Tim Graumann, CIO of E-Tek Dynamics Inc., a $107 million maker of components for optical networks in San Jose, Calif., also sees the value in these second-wave deployments. "You can't expect to see much immediate benefit out of ERP," he says. "It's after you put third-party applications on top of the ERP building blocks that you start mining ROI out of the system." The company spent less than $1 million to implement Oracle's suite of applications a year ago. It's now building its own set of business-intelligence applications that drill down directly into the ERP system and pull out highly relevant, high-priority information-such as same-day sales per region-that can be delivered directly to the desktops of managers. E-Tek is also looking at supply-chain applications from i2 Technologies Inc. to reduce its cycle times and streamline its procurement of raw materials >> ----- Very interesting, i2 and others working off of ERP are giving the RIO. At least according to this article. I was surprised at the lack of RIO analysis prior to ERP implementation. Send all that $$$ and you don't know what to expect? One nice benefit suggested from this: that with or with out and ERP layer, i2 can still deliver. Somewhat OT - keep your eye on Trilogy, if they ever come public. regards, dkg