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Technology Stocks : i2 Technologies
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To: HVN who wrote (830)10/25/1998 11:21:00 AM
From: cm  Read Replies (3) of 2339
 
Just To Be Sure, I'm Going To Listen To The CC Again...

I do remember that the average deal size inclusive of the HP monster deal was around $1.2 million dollars. Without the monster deal--including creation of HP's own Rhythm user group--the average deal size was said to be above $300,000---but the CFO wasn't terribly
specific. I suppose I could do the math myself.

I will go ahead to give the CC another listen to make certain
of Sanjiv's remarks about Oracle.

In the meantime, I've heard THE RUMOR that CSFB has reiterated
its BUY recommendation for ITWO, factoring in the latest information
from the CC.

Best Regards,

c m
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