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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (38078)	1/17/2001 11:18:24 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

I'm wondering if anybody is available to take conference call notes this evening for i2 Technologies and post them on the board. I'm going to be tuning in live to the Redback Networks conference call and can't take notes on both at the same time. We know the Q is going to be good to the pre-announcement: i2 announced today that fourth quarter 2000 results are expected to exceed analysts' consensus estimates for revenues and earnings. The announcement was made by i2 management on the first day of the Company's week-long annual Sales Kickoff in Dallas, where over 2,000 i2 employees and partners have gathered for education and training. While the Company is still completing its review of results for the quarter, preliminary expectations are to report fourth quarter total revenues in excess of $370 million, compared to consensus analyst estimates of $342 million, and bringing full-year 2000 revenues to over $1.1 billion. Management expects to report that license revenues for the fourth quarter and full year 2000 nearly doubled over the same periods in 1999, due to strong sales of i2's leading e-business solutions. The Company also expects to report that operating income, excluding amortization of intangibles and non-recurring charges, strongly exceeded analysts' consensus estimates of $51 million. Additional details will be disclosed when the company reports full financial results next week. i2's fourth quarter and full year 2000 financial results are scheduled to be released on Wednesday, Jan. 17, 2001, after the close of the markets. The Company will host a conference call with analysts, which will be web-cast through www.i2.com/investors at 4:00 p.m. Central Daylight Time. BB