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Technology Stocks : i2 Technologies

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To: Melissa McAuliffe who wrote (805)10/23/1998 7:57:00 AM
From: Edward F. Horst Jr.  Read Replies (2) of 2339
 
Relax and ignore these negative analysts who are wrong and unwilling to recognize the strengths and positives. I just hope they, their clients and all money managers who listen to their rhetoric SHORT the stock with all their might. How, for example could Soundview have revised down the 1999 eps, when the CFO hasn't even completed the budgets? Secondly, as for the CEO wanting to invest more heavily now, at a slight cost to margins, is one of the main reasons why I invested in the first place. This is the #1 vendor in SCM, years ahead of competition, and as mentioned in the call, SCM has a distinct favorable position relative to ERP implementations during the next year or so. Long term 10 bagger, IMO!
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