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

To: Clam Clam who wrote (326)	4/23/1998 9:10:00 PM
From: Timoteo	Read Replies (1) \| Respond to of 2339

Clam- I think the premium of ITWO over MANU is a product of the small float and the impact on trading. I have been short both MANU and ITWO and ITWO defies gravity with its upward movement on little volume. I do not know enough about the products to comment on which is better, but agree with you on numbers. I would guess most analysts couldn't evaluate either, so it comes down to trading action. Even analyst recommendation seems weaker on ITWO than MANU yet the multiple premium remains. That's why I'm currently short ITWO but not MANU. Best Wishes, Timoteo