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Technology Stocks : i2 Technologies
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To: Wizard who wrote (1412)10/26/1999 11:59:00 AM
From: Adam Nash  Read Replies (1) of 2339
 
I know they are going to be a big company. However, the pricing seems a little outrageous at this point. Even if they beat expectations, we're looking at 100 P/E on next years earnings.

I'm not selling for some reason - I think it is some form of shock - but I can't seem to decide what to do. On the one hand, I have a general policy to *not* sell tech stocks as long as they continue to meet/beat expectations. However, I tend to break that rule when the stock price gets to be 50% or higher than my estimated "fair value".

With i2, it passed that mark at 50. Ah, the age old battle of greed vs. fear.

I think this is compounded due to my also being long EPNY. Too much.

- Adam
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