i2, SAP, Oracle Poised For Showdown in Q4
Steve McVey - August 6, 2001

Event Summary

In the approaching SCM showdown, i2 Technologies emerges as the ailing but defiant market leader who must defend its throne from SAP, Oracle, and a resurrected Manugistics. The last two quarters have left high-flying i2 in the unusual position of suffering losses. In the first quarter of 2001, i2 shocked its customers and market watchers by posting pro forma earnings beneath projections of $0.04 per share by two cents. License revenues of $211.1 million fell from an all-time high of $244 million in the fourth quarter of 2000. The drop was a first for i2, which has enjoyed nothing but increases throughout its history. If that wasn't bad enough, the second quarter is projected to be even worse with the company announcing a pro forma loss of $0.16 per share, an unthinkable event just one year ago. License revenues are expected to break $100 million, the lowest since 3Q of 1999...