i2 - All Dressed Up

After a tumultuous year, i2 Technologies is primed for a significant event. For all the drama of the past 24 months of i2 Technologies’ history, the next 12 months may prove even more exciting. While its MGI Index (MGI-X) and MGI Change Vector (MGI-CV) scores remain unimpressive and the first quarter results failed to stop the erosion of the business, the path to selling the business has never been so clear, and the list of potential suitors says as much about the supply chain and logistics software sector as it does about i2. In spite of its broken deal with JDA Software (NASDAQ: JDAS; MGI-X: 918), we see an increasing probability of an exit transaction for ITWO in the 2009 to early 2010 timeframe.

Report length: 4 pages, key words JDA Software, JDAS, Oracle, SAP, retail software, supply chain