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

To: Wizard who wrote (1414)	10/26/1999 3:56:00 PM
From: Adam Nash	Respond to of 2339

Interesting. I guess I've always had a bit of trouble justifying "trading" around a position, but I see your point. I guess the confusion comes from the fact that I bought i2 as a value play last fall when it was in the low teens. Here was a company, growing sales at 50%+ when the rest of the ERP companies were weak, and I decided to put a small stake in. Now, one year later, and it has gone from a small stake to my largest postion. All of a sudden, i2 decisions have significant ramifications on my entire portfolio. - Adam