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  • Margin Pressure Continues at Chordiant Software [View article]
    You called this research? I called this your pure speculation.

    You obviously have your agenda by posting this article....

    Cover your short and go away.
    Jun 16 15:03 pm |Rating: 0 0 |Link to Comment
  • When and Where to Go in China [View article]
    Get in when market is below 1200 iof you trust their accounting, I don't.
    Jun 13 12:36 pm |Rating: 0 0 |Link to Comment
  • Preparing for the Fall [View article]
    i have never seen so many blithering idiots talking at the same place.
    Jun 07 08:46 am |Rating: 0 0 |Link to Comment
  • Expect Oracle's Acquisition Spree To Continue [View article]
    they should acquire that miserable MSFT.
    Jun 06 09:00 am |Rating: 0 0 |Link to Comment
  • Manhattan Associates: Rising Higher on Strong Quarter [View article]
    MANH really needs to merge with ITWO to create a formidable leader in supply chain management.

    The combination of the two will be very powerful and increase the valuation much like 1+1=3.
    May 30 04:16 am |Rating: 0 0 |Link to Comment
  • i2 Technologies' Turnaround: Part II  [View article]
    Quote Mike Berry, i2 CFO... "i2 solutions are second to none and the team implimenting them are second to none as well."

    Not many people can say that.
    May 23 12:03 pm |Rating: 0 0 |Link to Comment
  • When it Comes to Growth, Try Concor Tech [View article]
    The next big winner is i2, ITWO.
    May 21 12:33 pm |Rating: 0 -1 |Link to Comment
  • MicroStrategy: An Enterprising Small-Cap [View article]
    MSTR needs to be a bigger scale to be a more significant player just like i2 Technologies does.

    i2 has turned-around and a fast cash generator, very profitable too; best of all i2 carries a $1.8 billions tax credit.

    The two should merge.
    May 15 11:39 am |Rating: 0 0 |Link to Comment
  • HP Snaps Up EDS for a Bargain [View article]
    As I always said.... two losers don't make a winner.... this applys to msft and yhoo too.
    May 15 11:23 am |Rating: 0 0 |Link to Comment
  • Enterprise Software: More Room For Downside Surprises [View article]
    For ERP software vendors like ORCL and SAP... yes.

    For best breed software and consulting vendors such as supply chain management leader i2 technologies and SaaS vendors sepecially in HR and ACCOUNTING, 2008-2012 is the rapid growth period.

    SAP and ORCL are not growing anymore, their decline will become obvious by end of this year...
    May 15 10:49 am |Rating: 0 0 |Link to Comment
  • Why the HP / EDS Deal Is Making The Street Nervous [View article]
    lots of heavy lifting and margin compression, too much uncertainty for many years to come.
    May 14 09:35 am |Rating: 0 0 |Link to Comment
  • Barron's Looks at Tech Sector M&A Candidates [View article]
    All mindless speculation. How come nobody ever thought about HPQ to acquire EDS...? if these analysts have any sense at all they should all shut their mouths.

    A bunch of blithering idiots....
    May 13 10:11 am |Rating: 0 0 |Link to Comment
  • i2 Technologies' Turnaround: Part II  [View article]
    i2 has $139 millions in cash and $86 millions in debt which eq. to $53 millions cash and no debt.

    Most importantly, i2's maintenance revenue has shown a 5% growth y/y in q1-2008, 1st time in 10 years.

    When a software company turned-around, maintenance revenue growth is the last thing to happen.

    i2 has reported 12 consective quarters of profit and has been growing record bookings for the last 2 quarters.
    May 12 13:34 pm |Rating: 0 0 |Link to Comment
  • i2 Technologies' Turnaround: Part II  [View article]
    Many had been hurt by i2's downfall in the past and many will miss its coming back if it's not been acquired in the near future.

    i2's stock is still in the bottom of a trash bin just don't know when will it start to surge? maybe until enough people know the story.

    The buy-out price (if it happens) could have very little to do with today's trading price. Hedge funds know the valuation and are demanding the company to do something to increase shareholders's value.

    One particular hedge fund named "AMALGAMATED GADGET LP" aka Q investment based in Fort Worth who holds i2's 2.5% prefer stock has been crying out loud to sell the company at any price. Why? because as long as i2 has a "change in control", Q will be entitled to a 110% payback of its holding of prefer stock, NO MATTER WHAT PRICE I2 IS SOLD FOR, and that's part of the deal of the prefer stock.

    Many other hedge funds and i2 shareholders have realized that what's good for Q is not necessarily good for every shareholder.

    "AMALGAMATED GADGET LP" aka "Q investment" is said to be run by Geoffrey P. Raynor, a Texas multi-millionaire.
    May 12 13:24 pm |Rating: 0 0 |Link to Comment
  • SAP's Apotheker Tries To Explain Problems [View article]
    SAP and ORCL are in muture industry, the ERP software; also known as “package software”.

    No growth, they are buying companies just to milk the cow for maintainance revenue and that can only diminish over time.

    The growth in software area is in SaaS area such as the “on-demand” model like CRM, i2/IBM freight matrix or the solution delivery model like the rest of i2 SCM results delivery.

    SAP and ORCL are two big ships, it’ll take them 3 years to turn their business model to SaaS if not longer.

    Customers are buying the results, they don’t want to buy software or technology any more…. the web 2.0 and the software 2.0 are here.
    May 05 14:43 pm |Rating: 0 0 |Link to Comment
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