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Technology Stocks : i2 Technologies

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To: Clam Clam who started this subject	8/12/2001 6:43:46 PM
From: James Calladine	Read Replies (1) of 2339

Can anybody make a suggestion? I have been a holder of ITWO for some time, generally like its prospects, but continue to hear (short-traders mainly) how overvalued ITWO is in terms of PE/PS and other measurements. I am coming to the view that we could see it lower than the previous lows--perhaps to 5 or so. If it does, I will be waiting to scoop up a big slug of shares to balance me out to an average that will not make me want to vomit every time I look at it. What are the threads views on this? Secondly, I understand ITWO is in the supply chain management software business. But who, catering to big business, covers: website customer messaging sales sales support order entry order tracking comprehensive Business Accounting I am interested either in terms of companies selling the software, and ASP's (if they exist) Also what market companies do you know that cover this range for SMALL to MEDIUM sized companies? All ideas will be very much appreciated. Namaste! Jim

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