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Technology Stocks : i2 Technologies

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To: Shane M who wrote (992)11/14/1998 9:25:00 AM
From: orkrious  Read Replies (3) of 2339
 
Shane,

Based on what Sanjiv said in the CC the pipeline is stronger now than in the last quarter. I felt most forward looking statements were bullish -- with the exception of when they got around to guiding the analysts....

Shane, that's articulate enough. Lets hope the pipeline includes in second half of 99. I have no way of knowing if it's true, but Y2K could benefit them somewhat if old manufacturing systems are replaced with far better state-of-the-art stuff. Still, you would think good managers would already have it completed by mid 99. But I guess many might not be good.

Thanks for your input.

Jay
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