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Strategies & Market Trends : India Coffee House

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To: Shivram Hala who wrote (86)	5/22/1998 12:55:00 PM
From: Mohan Marette	of 12475

i2 Technologies comfortable with earnings estimate. Shivram: In case you are interested here is something I found. biz.yahoo.com I think I might buy a few shares of i2 as soon as the split takes effect if I can get it below $30.00. I know you worked for MANU but I believe Sanjiv has an advantage with his proprietary software codes etc..(i could be wrong but..) and with the acquisition of Canada's InterTrans they might be in a better position to withstand any onslaught of competition that is supposed to come from Oracle and some of the others.Besides i2 has already established a base and I like their 'team' better than the other guys. Anyway I will be keeping a close watch on the 'Supply Chain' guys and see what develops.Any thoughts?? Oh and i2 are not too far from where I live perhaps I will pay them a visit one of these days,you know I can always pause as a 'big time investor',what they don't know wouldn't hurt,right????

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