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To: Sarmad Y. Hermiz who wrote (128453)	7/16/2001 1:36:29 PM
From: H James Morris	Respond to of 164684

Re: ITWO. good site for earnings warnings. Technologies ITWO Q2 06/2001 ($0.06) Loss of $0.12 cnnfn.cnn.com

To: Sarmad Y. Hermiz who wrote (128453)	7/16/2001 5:48:22 PM
From: GST	Read Replies (1) \| Respond to of 164684

Sarmad: I am a little gun shy right now. As I mentioned last Friday, I am not convinced of a "summer rally" in the offing. But if I was going to buy something I2 would be a candidate. I am a little concerned about recent reports of softness, gains by MANU and SAP, and the warning issued a few days ago. But I do still think it is one to watch and own. I am going to wait a little longer. Good luck.