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Technology Stocks : i2 Technologies

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To: Lutz Moeller who wrote (1324)6/30/1999 12:32:00 AM
From: Shane M  Read Replies (1) of 2339
 
Lutz,

Yeah, today's movement may be attributable to ORCL's news, but I'm not so sure it isn't just noise. I've followed i2 for over a year now and the ORCL announcement should've presented no new info for i2 shareholders. Of course I could be wrong <g>! I just don't think there's much to change my view of ITWO negatively in recent events.

If anything I was thinking more along the lines of perhaps news of end of quarter deal closings might be leaking out. Sometimes price movement at the end of a quarter might indicate that a big deal they were counting on might get pushed back. I don't have the inside scoop on deal closings and have to wait for the press releases and CC's like most everybody else. Sometimes people in the know will drop by the thread however and let us know how i2 sales efforts are going - or warn of competitive threats.

Shane
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