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Technology Stocks : i2 Technologies

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To: Lizzie Tudor who wrote (322)	4/23/1998 4:52:00 PM
From: Timoteo	Read Replies (2) of 2339

Michelle-over the past few years something amazing has happened to analysts earnings expectations; they've gone down. This allows companies to proclaim they beat estimates and allows the markets to say things like "70% of companies beat estimates last quarter". Sounds good, huh? More important is the "whisper number". ITWO has been amazingly consistent-for the last three quarters they have beat the estimates by a penny. The stock has sold off the last two times. In analyzing the numbers, the good news is that receivables are finally down, but still equivalent to the quarterly revenues, high IMO. The bad news is that sequential revenue growth has slowed by any comparison. The stock split, announced with earnings and for no particular reason tell me there will be large insider filings to come. The overall market climate will dictate tomorrow's price action, but IMO it will close down. Typically these stocks gap up at the open and then slide as the MM tries to control damage by setting up a positive tone. Watch after hours- typically a few shares will trade hands up a few points to set the morning market tone. If anyone is thinking of selling, that would be a good time. Best Wishes, Timoteo

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