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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (42267)	9/20/2001 12:09:59 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

Venkie: I am just posting a Private Message that JW wanted me to post. Are you out shopping for stocks today? Regards, Scott

To: Venkie who wrote (42267)	9/20/2001 12:45:48 PM
From: BirdDog	Read Replies (2) \| Respond to of 65232

Why...Is he banned..huh This is obviously a brilliant two stage intelligence manuver on his part. He is obviously waiting for his encoded message through SI for the imminent Jihad in the upper east side of Toledo... :) BirdDog@thepenguinsareinvading.com

To: Venkie who wrote (42267)	9/20/2001 1:38:04 PM
From: stockman_scott	Respond to of 65232

Rethinking the Economy... biz.yahoo.com

To: Venkie who wrote (42267)	9/20/2001 2:56:29 PM
From: stockman_scott	Respond to of 65232

A perspective on the market... Message 16386762

To: Venkie who wrote (42267)	9/20/2001 5:00:21 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

John Murphy says we're close to a bottom but wants to see the VIX spike to 60... Message 16387587

To: Venkie who wrote (42267)	9/21/2001 1:11:43 AM
From: stockman_scott	Respond to of 65232

Briefing.com on ITWO and tech valuations... i2 Technologies (ITWO) 3.77 -0.63: Finally reaching the point where investors are selling tech stocks simply because they are tech. This is a bullish sign from a long-term investing perspective, as it indicates that supply will soon begin drying up. In approaching the search for oversold, 12-24 month growth opportunities we focus on companies with 1) sufficient cash to last the downturn, 2) a legitimate business, 3) a truly attractive valuation... i2 flashes on our radar screen as a name that meets each of these criteria. Cash: As of June 30, company sitting on $819 mln in cash. Loss this year projected at approx. $128 mln or $0.31 per share. No question that burn rate is significant. However, relative to total cash, the size of ITWO's business, and current economic environment, it is not alarming. More important is when the company's financials will climb out of the red. Current estimates indicate that ITWO should return to positive cash flow on a quarterly basis by the 2nd-half of 2002... The Biz: i2 develops supply chain software solutions that allow companies to exchange scheduling and forecast information, enabling both suppliers and customers to maintain tighter inventory controls. For 2000 company held share of approx. 10% in a market expected to expand to $2.2 bln by 2004... Valuation: Trailing twelve month revenues of $1.3 bln translate to a price/sales ratio of 1.2x. Not long ago anything south of 7x sales was considered a bargain in this space. But even in rationale times, a multiple approaching 1.0x is deemed compelling, particularly in the software sector, which tends to benefit from robust margins... Rationale: Understand, we are not beginning to dig through broken technology stocks out of sense of nostalgia. Our opinion is that following an 18 month period of underperformance, alluring valuations will slowly bring investors back to the group, and will set up tech to be a top performer over the next 24 months. While downside risk remains, feel that quality names will be capable of triple-digit advances from current levels over the next two years. -- Damon Southward, Briefing.com