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

To: Wizard who wrote (1412)	10/26/1999 11:59:00 AM
From: Adam Nash	Read Replies (1) \| Respond to of 2339

I know they are going to be a big company. However, the pricing seems a little outrageous at this point. Even if they beat expectations, we're looking at 100 P/E on next years earnings. I'm not selling for some reason - I think it is some form of shock - but I can't seem to decide what to do. On the one hand, I have a general policy to not sell tech stocks as long as they continue to meet/beat expectations. However, I tend to break that rule when the stock price gets to be 50% or higher than my estimated "fair value". With i2, it passed that mark at 50. Ah, the age old battle of greed vs. fear. I think this is compounded due to my also being long EPNY. Too much. - Adam