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


To: Shane M who wrote (1336)7/22/1999 10:19:00 AM
From: Mad Duck  Read Replies (1) | Respond to of 2339
 
This stock is cratering today.



To: Shane M who wrote (1336)7/22/1999 10:38:00 AM
From: SecularBull  Respond to of 2339
 
Today's selling is overdone. Even at these levels, I'm still way up on my original investment. I picked up some calls this morning to trade this volatility.

Regards,

LoD



To: Shane M who wrote (1336)7/22/1999 12:03:00 PM
From: Wizard  Read Replies (1) | Respond to of 2339
 
Gotta nibble at some of this one. Great franchise, reasonable valuation.



To: Shane M who wrote (1336)7/23/1999 11:54:00 PM
From: Michael Young  Read Replies (1) | Respond to of 2339
 
<<Just finished listening to CC. This company is changing with almost every new call. You hardly hear SCM discussed anymore>>

That sounds very ominous, if true. Wasn't this supposed to become the next great sofware powerhouse, led by SCM? Now they are changing focus already?

<<Moving into e-business takes it farther into virgin territory where primary competition is in-house, or customized solutions>>

Not sure about that. There are plenty of companies looking to jump into this market.

This company looks to be in trouble. They made a highly dilutive acquistion in what appears to be a bid to change their focus.

Maybe I'm wrong. But this one is looking like a short. I'll listen to the CC to confirm these views.

MIKE