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

To: Timoteo who wrote (346)	4/24/1998 1:23:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 2339

>>if you truly believe that a stock price only reflects the quality of a company's product, management or outlook, I didn't say only anything. I said "I've noticed that float analysis, insider selling and market maker manipulation are the favorite methods of fundamental analysis on Silicon Investor." In a broad/conceptual sense, I look at the market cap relative to the business. There are TONS of variables that go into this relationship and float, insider activity and market maker short term stuff contribute to determining this realtionship. In ITWO's case its a little easier because it has sales and earnings. This reduces it to E and P/E (by definition). Although I think ITWO deserves a high P/E, the current extreme P/E is the reason I don't own it as I can find companies with dramatically lower P/E's, better visibility and only moderately lower growth rates. That said, ITWO is a company to keep on the radar screen.