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To: GST who wrote (131077)	9/9/2001 3:30:44 PM
From: H James Morris	Respond to of 164684

>For now, I am going to hold itwo because I think it might be takeover bait. That's my take too, but unfortunately in this market I see no tech premium mark up on acquisitions. Btw My ITWO average cost is 10. >Bear Stearns initiated coverage on it i2 Technologies, and two other business-to-business software companies, with a neutral rating. In a research report, Bear Stearns noted i2 is "by far" the leading company in the supply-chain technology sector, but said "it is difficult to get excited about this stock in the near to intermediate term until some important operational hurdles are cleared." Bear Stearns set a price target of $7 for i2

To: GST who wrote (131077)	9/10/2001 6:49:15 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 164684

>> "If" B2B has a future, itwo will play a role that ARBA cannot hope to match. GST, I read somewhere (last week) that K-Mart is writing off their $130 m cost of supply chain software as being useless. I don't know if I misinterpreted that or not. I think i2 supplied the software. Have you seen that ?