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Technology Stocks : i2 Technologies
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To: Lutz Moeller who wrote (743)10/12/1998 12:16:00 AM
From: Renga  Read Replies (1) of 2339
 
Hi Lutz,
I am going to wait for the earnings report and the
conference call. I do think that $13 seems to be a good
entry point if one doesn't care about near term volatility.
However, I would rather wait until the earnings report.

On a related note. I think the SCM market is going to grow
lot more than people expect and there are opportunities for
more than one player. It is not a zero sum game - there are
lot more companies who could benefit from SCM but who are
not using it because they haven't heard about it.

Regards

renga
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