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Technology Stocks : i2 Technologies

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To: E-Man who wrote (1178)	2/11/1999 1:27:00 PM
From: D. K. G.	Read Replies (2) of 2339

E-Man, perhaps Everen was @ GS yesterday. It would explain this 10 day flip flop. Yahoo board had CEO on CCNfn this morning 8:45, FWIW. Date Broker Action From To 11-Feb-99 EVEREN Sec. Upgrade IT Mkt Perform IT Outperform 1-Feb-99 EVEREN Sec. Downgrade IT Outperform IT Mkt Perform The 200 million $ convertible deal might attract some hedge funds or institutions to short the stock as a hedge to the bonds. We'll have to check the short interest post offering to see. A SCM market snap shot: biz.yahoo.com << Today it is estimated...there are 12,000 companies that have a supply chain management system in place and there are 260,000 companies that (don't), so it is a good market,'' Haren said.>> So far that would represent a 21.67% penetration for SCM market(in toto). Still lots of room to go. I read an IBD piece about Sap, it mentioned Sap had an ERP installed base of 9,000. Many of these guys will wait for the APO to come out and not adopt i2. Some won't wait. - denis

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