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 Technology Stocks : i2 Technologies

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To: Clam Clam who wrote (142)8/11/1997 8:55:00 AM
From: JJ of 2339
 
Clam, Clam,

Re: SAP entry into supply chain software

Thanks for the links. I believe most analysts viewed there to be too great a barrier for entry plus time to market for the ERP vendors to provide SCP solutions. With SAP firing the first salvo, what do you think of Oracle getting into the mix?

Also, do you have any idea what percentage of i2's revenue comes from partnerships from the likes of SAP, Oracle, etc.?

One can say all they want about one stop shopping from the ERP suppliers, but the key issue will be how good the SCP software will be. They probably have gone to school on companies like i2, MANU but they still don't have a product and are behind.

--JJ
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