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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling

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To: rupers who wrote (5572)9/7/2001 9:05:05 AM
From: Art Baeckel  Read Replies (1) of 6873
 
ITWO, Shorting 2000 of these puppies @4.90!!!!

07:53 ET i2 Technologies (ITWO) 5.11: Banc of America Sec. views news that Kmart (KM) will restructure its
supply chain operations as a negative for ITWO (news out yesterday). Kmart is taking $130 mln in charges to write off
supply chain planning software from ITWO and supply chain execution software from EXE Technologies (EXEE).
According to firm, showcase customer failure, compounded with MANU miss, does not bode well for ITWO's Sept
and Dec. quarters.

ART
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