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Technology Stocks : i2 Technologies
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To: Agenda who wrote (1761)10/17/2000 6:19:58 PM
From: Bruce Brown  Read Replies (1) of 2339
 
HI Bruce. Do you work in the investment business? Your posts read like a brokerage research report and to the novice would offer some type of reassurance in holding ITWO and the other bloated pig JNPR, on which board you also post.

No, I'm an opera singer. I invested in i2 Technologies in 1998 and added more shares during the ERP Y2K worries in the first half of 1999. As an investor, I tend to follow my investments and take notes at all of the quarterly CC's now that they are available on webcasts.

Yes, I did the same for Juniper Networks and Redback Networks because I invested in both of those companies last year shortly after their IPO's. I consider it important to know what your investments' management team is saying about the business. I thought i2's team did a nice job on the CC tonight and am simply amazed that their new uncontested product has the potential to swallow traditional ERP.

You might call my investments bloated pigs, but eventually the underlying business of each will have correlation with the stock price. I'm in them for the longer term and focus more on the business and how things are progressing for each rather than short term considerations of share price. This will be my second stock split lowering my cost basis to $4.25 once the split occurs.

BB
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