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

To: Lizzie Tudor who wrote (308)	4/20/1998 4:34:00 PM
From: Timoteo	Read Replies (1) \| Respond to of 2339

To justify ITWO's current valuation (currently 2 billion) one assumes that everything will go right for the company for at least the next four years. I don't think that's likely. Ultimately the worth of any company is how much money it makes. ITWO has a fine product (but really only one) and has been acquiring companies to deal with the reality that, no matter how good the product is, there's always somebody out to eat your lunch. your comment that ITWO is no CLFY or RMDY could have been made about NSCP when it had a market cap of 2 billion and the best internet browser in the business. Best Wishes, Timoteo