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

To: Wizard who wrote (1347)	7/22/1999 10:38:00 PM
From: kendall harmon	Respond to of 2339

ITWO gives a Power spike signal. Read about it on Alan Farley's excellent site: hardrightedge.com

To: Wizard who wrote (1347)	7/23/1999 10:05:00 PM
From: Shane M	Read Replies (1) \| Respond to of 2339

Wizard, Sorry I wasn't able to respond until today. Had a ton of work at the office. The degree of the falloff truly surprised me. While I felt the stock might trade downwards a little bit following earnings I didn't expect the "cratering" as someone mentioned earlier. I probably won't be buying calls though. If I add it'll be with stock purchases later in the year. I'm saving up cash right now for a general market correction that seems to present itself every so often. The salesforce growth is probably one of the key numbers to look at for next quarter. They'll need to keep bringing new salespeople on board to keep up the solid yr/yr growth rates. According to the CC they let less productive salespeople fall off due to attrition, but they still need to keep hiring more given the run rate. Sanjiv said the Pipeline was not the constraint (i.e. plenty of business out there), but that "execution" was the constraint on growth. To the degree they execute, there is business to be had. That brings me to this question. I wonder if the company is at the stage where Sanjiv needs to bring in additional management that is used to dealing with larger organizations. i.e. Can bringing in "seasoned" management assist in execution as the company continues to grow at this torrid pace? (I'm taking a que from Seibel here, who recently shored up the management ranks by bringing in SAP America's president, and also a VP from IBM's professional services division.) Overall, the quarter sounded fine to me though. Naturally I would've preferred revenue growth over 60%, but I'm not complaining. I'm very interested to see how the SMART acquisition evolves in linking supply chain to front office, and seeing how the trading community concepts catch on. Sanjiv said they were getting more inquiry there than they currently had people to handle, so I expect good news on that front going forward. Good luck all. Shane