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Technology Stocks : i2 Technologies
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To: dhanam who wrote (704)10/1/1998 8:56:00 AM
From: Edward F. Horst Jr.  Read Replies (1) of 2339
 
A good indication was the stock holding it's ground, up a tick, yesterday while the markets were getting clobbered. Relative strength is an excellent indicator. Read the Computerworld 9/21 articles on SAP and I'd conclude ITWO is in a much stronger position than the Wall Street bunch give them credit for. SAP has more than they can handle, it appears, getting what they have released to work. Even their CEO admits that it will be several years before his promises are released. sounds like he has learned well from the Windows NT rhetoric to freeze the markets. SAP has more competition and they impact the ENTERPRISE -- big difference when products don't work, are difficult to learn, aren't efficient, need mountains of expensive professional services to implement, etc. One example of ITWO's competitive strengths. IMO.
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