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Technology Stocks : i2 Technologies
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To: Shane M who wrote (1209)3/10/1999 3:19:00 PM
From: Lizzie Tudor  Read Replies (1) of 2339
 
Shane, I2 and Manu are still my favorite stocks because this is my favorite industry. Unfortunately they are not my favorite investments! I'm going to leave those tickers on there forever no matter what happens, fwiw. Go down with the ship, you know.

The only thing wrong with I2 is Sap and Psft. Otherwise they are a good company and I would invest in them. Sebl is a good investment and from a product standpoint is about as strong as I2 in product and space but the difference is Sebl doesn't have a couple starving large companies with weak offerings in their space ready to give product away if need be. Manu management can't operate in this environment and I2 can. I don't know how much you have in I2... why not diversify a little into Sebl... or as a hedge short Sap? I am sure Sap is going down and Sebl is going up. I2 is more of an unknown and as you know it isn't cheap.

I dont think any of the problems we are seeing in software are due to Y2K!!! If Y2K is a factor, it is maybe 20% of the problem, max. I2 hasn't blamed anything on y2k but sap and psft (and some analysts) have. There might be a small relief rally in these stocks right before y2k, maybe November or so but I don't see a revenue boom for Sap and psft after y2k. I actually think psft should try to sell themselves to sebl or IBM (or invent something new).

I replied to these three messages backwards so read the thread for more info.
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