i2 Technologies Message Board

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To: Clam Clam who wrote (141)	8/10/1997 11:54:00 PM
From: Shege Dambanza	of 2339

Gee, Clam, sounds like YOU are the DMG analyst. Re the laudable but pathetic attempt to provide URLs to the techweb site: I'm going to have to give you a little lesson on how to include links. Were you pointing out the Aug 11 article on SAP's entry into supply-chain software? That should come as no surprise to anyone. Remains to be seen if SAP can move quickly and adroitly enough to capture a significant market share. Price pressures were also to be expected, so unless you've built in price discounting into your model, I think 100% revenue growth for ITWO will be tough to pull off. The Pandesic thing sounds pretty optimistic to me. Okay, students, name three successful joint ventures set up to sell products from the investing companies.