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Technology Stocks : i2 Technologies

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To: D. K. G. who wrote (1058)	12/15/1998 6:01:00 PM
From: Jim Willie CB	of 2339

on upgrade "Warburg Dillon Read analyst Andrew Roskill set a 12-month price target of $32 a share " dont want to sound ungrateful or unenthusiastic, but one look at the price chart... the huge gap it fell last summer from 28 to 40... and I gotta say hitting 32 and not going to 40 would be like falling down the staircase only halfway these analysts are some of the biggest schleps I have ever seen... just read analyst reco on other stock I own, claimed FY98 earnings would be XXX, which was already eclipsed in first three quarters... big big Q4 quarter is being rung up now... then he went on to say the stock took a massive 67% hit this summer and is now recovering... it did a 3:2 split in July then fell with the market they are cheerleaders, self-serving prima donnas, sometimes paid whores, often sloppy and overworked schleps this middleware SCM software is exploding... the small winners are taking market share... the young and sharp companies continue to attract the best and brightest young talent... the big yet growing firms cannot attract best workers due to unfavorable stock option comparisons... only concern I have is that ITWO executives pissed off SAP in a big way... but then SAP pissed off the whole world go I2 / Jim Willie

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