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Technology Stocks : i2 Technologies
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To: cm who wrote (831)10/25/1998 12:19:00 PM
From: Mohan Marette  Read Replies (2) of 2339
 
cm: You heard it right,without the large deal worth some 11 mil or so from HP the average deal would have been around 300-400K but when asked what happens if there were no large deals to count on each quarter the CFO said in most quarters they were able to manage to get at least one large deal per quarter thus far but then again was that saying much.

I think if Sanjiv and the CFO guy could attend some seminar or a class as to how to manage the analysts at these meetings it could do wonders for the company and particularly the shareholders.The duo seem to be too reticent and vague when questions are asked by analysts, instead of highlighting the positives and milking the good news to their advantage and benefit they seem to be rather too conservative and forthcoming enough to make a substantial impact on the price of the stock even if the future is brighter than what they would have 'us' believe.Being conservative is good but being too conservative even when things are good is not very healthy for the share holders.
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