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Technology Stocks : i2 Technologies
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To: Mohan Marette who wrote (1402)10/22/1999 6:14:00 PM
From: Adam Nash  Read Replies (1) of 2339
 
I think with TradeMatrix and the recent runup, i2 has engineered a new positioning for ITWO the stock: B2B e-commerce play. Instead of betting on a volatile company less than 6-months on the public markets, you can buy i2 and get a more established player.

I know the logic isn't there, but I don't think logic is pushing i2 stock to this level. I am still long, but I am seriously considering paring back my position at these levels. We are getting close to 100 times next years earnings for a company with strong growth, but a very competitive and increasingly crowded market.

- Adam
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