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

To: HN who wrote (1404)	10/23/1999 6:18:00 PM
From: Adam Nash	Read Replies (1) \| Respond to of 2339

I think it is fair to say that I am nervous about all of the P/E multiples afforded companies currently clustered in the "B2B" segment of e-commerce. The likelihood that the market will give these companies the time to grow into these multiples before competition and changing market psychology shifts valuation is extremely low. i2 is a more established company, and has typically been priced in line with their excellent growth rate. With the acquisition of SMART, i2 on paper now looks like they will triple earnings next year, when in reality earning projections for 2000 have been flat over the past twelve months - it's the 1999 earnings that have been revised downward. Anyway, I like i2 - their execution and positioning has been excellent. However, at current prices, it is hard not to consider taking profits (especially after a 500% runnup in 12 months). '- Adam