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Technology Stocks : i2 Technologies

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To: Banjo who wrote (1261)	4/22/1999 12:46:00 AM
From: Shane M	Read Replies (1) of 2339

I am pleased with the numbers. I'm trying to piece together a trend here that perhaps sets ITWO and SEBL apart from many of the others playing in the extended ERP space. I picked up some SEBL this morning after listening to a replay of the positive CC last night, and now ITWO comes in with a solid quarter. While the others are getting creamed there are still areas of strength in software. There are alot of companies in this space that are trading at attractive valuations, and if the companies that can grow in spite of Y2K might present opportunities. Shane

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