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Strategies & Market Trends : Drillbits & Bottlerockets

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To: Jorj X Mckie who wrote (9784)	5/4/2001 9:04:16 PM
From: John Pitera	Read Replies (2) of 15481

both TIBX and ITWO have been strong recently..... did you see that Josephal has said that ITWO should have a fair valuation of 70 or 75....... I'm not sure how they are coming up with this 70+ number. 12:17 ET i2 Technologies (ITWO) 23.90 +1.41 (+6.3%): -- Update -- Before the open, Josephthal & Co upgraded to STRONG BUY from Buy based on: 1) increased confidence that revised guidance will met, based on recent changes in company's sales model; 2) shares favorably valued relative to those of leading competitor; 3) a potential increase in the company's long-term growth rate; 4) management changes should provide more effective interaction with investors... Thinks a fair valuation for the stock is between $70 and $75.

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