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

To: StaggerLee who wrote (287)	3/30/1998 8:07:00 AM
From: Michael Tedder	Read Replies (1) \| Respond to of 2339

ITWO might pre-announce negative EPS. The street consensus is between 8 and 10 cents per share, and itwo is starting to convey to analysts that they will be lucky to MAKE ANY MONEY AT ALL. Good luck to you folks that buy stocks simply because they are going up, because this one won't go up for long. See you on earnings day.

To: StaggerLee who wrote (287)	3/30/1998 9:47:00 AM
From: Greg Jung	Respond to of 2339

< This is rapidly becoming a commodity service business > However the software engine itself isn't commodity, or is it? Is product differentiation a matter of applying the same basic strategy with different GUIs, or do MANU and ITWO contain some sortof magic, patentable bullet that would survive competitive pressures? Since consulting services are low margin (eventually, anyway, they get that way) whereas new licensees are high margin -also the need for service bodies is another logistical problem itwo, manu may not want to bother with- but I'd need to see revenue growth seperately reported. And of course I'd need a heavy pullback before considering that, in the first place. These two stocks evidently receive prominent mention in the latest fad incesting book, er, I mean investing book, "The Gorilla Game" - so volatility will be sustained, I think. Pressure is building on the cost side due to skyrocketing consultant salaries, and the pressure on the revenue side will soon follow These are "itwo specialized" consultants with real economics training, or employee training consultants (The One Who Read The Manual)/ software installation people? Greg