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Technology Stocks : i2 Technologies

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To: Charles P. Hubbard who wrote (1346)	7/22/1999 4:07:00 PM
From: Wizard	Read Replies (2) of 2339

Guess what Charles? Whether you know it or not, there are expectations baked into every stock price about 2001. If investors stop believing in 2001, then the stock ain't worth any multiple. I am looking at the franchise and the execution thus far and think a little under $1b is the current bogey. Now of course that $1b is very sensitive to each quarter between now and 2001 but $1b is my current handicap. They just did $130mm in a quarter ($520mm run rate) so it is really not that far away and their r&d spend of about $125mm this year alone actually gives me some comfort. I don't know what Teradyne or AOL (2 of my other holdings) are going to do in revenues in 2001 either but I know they are creating value for me.

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