Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : i2 Technologies -- Ignore unavailable to you. Want to Upgrade?

To: mike benscheidt who wrote (1297)	6/15/1999 8:44:00 PM
From: Shane M	Read Replies (2) \| Respond to of 2339

Wanted to post some articles discussing what recent noise is about Customization for individual customers quicken.excite.com Internet based trading communities quicken.excite.com More discussion quicken.excite.com

To: mike benscheidt who wrote (1297)	6/16/1999 6:52:00 PM
From: D. K. G.	Respond to of 2339

I2 Technologies gets boost Stock soars 23 percent on rating news By Sam Ames, CBS MarketWatch Last Update: 4:57 PM ET Jun 16, 1999 Also: NewsWatch IRVING, Texas (CBS.MW) -- Shares of I2 Technologies screamed 23 percent higher Wednesday after three brokerage firms talked up the company's prospects. Goldman Sachs moved I2 (ITWO: news, msgs) to its "recommend" list from a previous rating of "market outperform." Hambrecht & Quist and Credit Suisse First Boston reiterated their ratings on the software maker at "buy" and "strong buy," respectively. Shares of I2 closed up 7 1/2 to 40 9/16 on trading of 4.74 million shares, almost ten time the average daily volume over the last three months. On Tuesday, the company introduced new e-commerce products centered around its Rhythm software applications, according to Hambrecht & Quist. Rhythm is meant to help manufacturers manage production, supply-chain and related operations, such as raw-materials procurement and product delivery. Rhythm ECustomer Suite software is based on products designed by Smart Technology, I2's most recent acquisition. This software collects customer data while a customer is online and is said to improve customer interaction with a company's Web site. The company's Rhythm Internet Fulfillment Server connects customers with multiple vendors and offers consumers and corporate buyers key purchasing information such as the availability of certain products and the best available prices. Hambrecht & Quist said in a report that the new product line signals "a major new market opportunity and bodes well for the company." H&Q also adjusted earnings-per-share forecasts to take into account dilution of shares from the purchase of Smart Technology. The firm cut its 1999 EPS estimates to 39 cents from 50 cents, and lowered its 2000 EPS estimates to 68 cents from 70 cents. ----- Mike, you have good timing. I didn't get around to it last night but I was going to say that based on forward eps this is a pricey stock. The top line revenue growth is the key however and it has been strong. Even in the wake of the y2k ERP slowdown that has killed so many in the sector. I know i2 is often lumped together with the ERP group but considering the consistent growth this is an not altogether true. good luck, dkg