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

To: Timoteo who wrote (309)	4/20/1998 4:50:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 2339

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. No not really. Netscape is a fairly easy product to knock off. Just look how long msft took to do that. In fact, if memory serves me, even quarterdeck managed to whip up a browser fairly quickly in 1995 and sell it as "Mosiac in a box" or something like that. I2 on the other hand, I'd like to see someone try. Believe me, ORCL is not in the business of partnering with technology companies. Why do you think they are partnering with ITWO? Do you see ORCL partnering with RMDY? How about SCOP? VNTV? CLFY? Nope, ORCLs strategy with these guys is to simply copy what they have, and sell it themselves - usually no big deal. Now with I2, not only do you have the technical difficulty of creating the product, theres the issues of getting the people that have what it takes to create it - impossible just plain impossible. Extended supply chain ain't no help desk sofware. So thats my rationale. You are correct ITWO has a lot of wild expectations factored into the price. Of course there are always some people that will short anything speculative, and if thats you, so be it. But all I'm saying is, sometimes there is a reason for hype, and this stock is the best example of that I can think of in recent memory. You guys better check into what this company is all about before you lump it into the same category as RMDY/CLFY/VNTV. Those companies are playtoys compared to this, jmo of course. Michelle