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

To: Charles P. Hubbard who wrote (1344)	7/22/1999 2:12:00 PM
From: Wizard	Read Replies (1) \| Respond to of 2339

I can see this company doing close to $1b in revenues in 2001. The market valuation is currently $2.7b, I don't know where this stock goes in the near-term and that is why I am only nibbling right now. The company has very back-end loaded quarters and so I don't speculate ahead of the quarter but to punish this stock on expenses is silly, in my opinion - they just did a merger and expenses run high during mergers. The company beat the revenue estimates and there are no stretch-marks (rising DSO's etc). I view the quarter as a relief and see value in getting it behind us. The next quarter is risky too but so it goes in the world of software.