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Technology Stocks : i2 Technologies

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To: Trader Dave who wrote (1824)	1/9/2001 7:50:05 PM
From: Wizard	Read Replies (1) of 2339

I have heard from multiple companies that they have sold significant amounts of product to customers that have already preannounced Q400 negatively and in some cases, even announced reorganizations. A recession has hit many industries already. The entire economy might go into a recession and it might not. However, the economy will grow again someday and everyone will pile back into the leaders, (including me). Investors don't care about Q4 unless you miss your quarter, then you go down in 1/2. Otherwise, you open up and end flat... Recession... no recession... wrong verticals.... good verticals... deceleration... it spending in general... DRAM prices... the price of tea in China... risk to guidance... consolidation risk... Prudential lowers numbers... Epoch Partners downgrades everything... Joe Blow at XYZ maintains his estimate but is moving a penny from Q1 and adding it to Q2... enough... Your boy Berquist liked the quarter. I think ITWO is a franchise that continues to execute but I am not a buyer, I am a holder. Janus owns the shit out of ITWO and they are getting redemptions - might be some selling there. My high beta stocks like ITWO haven't been much fun lately but the growth is still there and someday, it will again be a case of glass half full and not empty. Until the overall economy improves and things get easy again for leading IT companies, I just hope ITWO can continue to grow north of 60-70% annually. The consensus from AZ is that your boy Tom Siebel did his best to outdo Larry Ellison in terms of egomaniac during Chuck's fireside chat last night.

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