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

To: Sweet Ol who wrote (2040)	9/18/2001 2:34:07 PM
From: SecularBull	Respond to of 2339

i2 Founder and Chairman Terminates Structured Trading Plan DALLAS, Sep 18, 2001-- i2 Technologies, Inc. (Nasdaq:ITWO) today announced that the founder and chairman of the Board of Directors of i2, Sanjiv Sidhu, has terminated the structured trading plan which dictated his stock trades to date in 2001. After consulting with legal advisors, he decided to terminate the plan immediately, to help counter continued weakness in the market compounded by the recent tragic events in the U.S. Sidhu currently beneficially owns approximately 116 million shares, or approximately 28 percent of the outstanding shares of i2's common stock. Sidhu had previously adopted a plan that dictated sales of approximately 0.33 percent of his total i2 holdings per month, pursuant to the SEC's Rule 10b5-1 under the Securities Exchange Act of 1934. This rule allows corporate insiders to establish written programs to buy or sell a company's securities based on criteria prescribed by the insider, at a time when the individual is not aware of any material nonpublic information, thereby shielding these predetermined trades from insider trading allegations. About i2 i2 is creating real value for its global e-business customers through its i2 solutions, content, and marketplace platform. i2 allows businesses to create both private and public marketplaces, while improving the efficiencies of all participants. i2 provides a wide variety of collaborative e-business services for both the early stages and next generation of e-business adoption, with each service supported by decision optimization, transaction management and content management solutions. Founded in 1988 and headquartered in Dallas with offices worldwide, i2's mission is to deliver $75 billion in value to its customers by 2005. i2 and the i2 logo design are trademarks of i2 Technologies US, Inc. and i2 Technologies, Inc. CONTACT: i2 Technologies, Dallas Brent Anderson, 469/357-1000 brent_anderson@i2.com

To: Sweet Ol who wrote (2040)	9/18/2001 9:06:46 PM
From: notblake	Read Replies (3) \| Respond to of 2339

i challenge you to back this statement with examples of industry leaders 'typically' selling for 1-3x sales. even if you can find some isolated instances, we are talking about and investing in PUBLIC companies here. software companies tend to sell for higher p/s ratios than hardware and 'old economy' because of their potential for well above average margins. msft has been cut by 60% and still trades at greater than 11x sales. i can cite many other examples. i2 is not msft; but it is a leader in its industry- an industry that is in its infancy. this is an extreme bear market valuation. doesn't mean it can't go lower (we all know this by now- in evrything tech); but low valuations in software companies like i2 normally bottom in the 3-4x sales area. take into account the cash on i2's balance sheet and.... it looks pretty attractive if you hold your nose, start to average in here and have a 18-24 month horizon. i'm not looking for getting back over 100 (except in fantasies); but a move to the high teens in not out of the question over the time period i discussed. from current levels- i would take that kind of return. you're piling on and rationalizing lower prices the same way we all tried to rationalize higher prices back when we were making new highs daily. both practices are counter productive to ones wealth accumulation! : ) by the time we hear that business is improving, the stock will not be in single digits. i would love to hear from anyone who disagrees with me. please include your reason. nb