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To: Mohan Marette who wrote (66174)9/20/1998 4:11:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 176387
 
Mohan, wait a little on I2 until the Sap fallout. Sap has declined about 15 points and there is speculation earnings or cc might be weak. If so, the entire enterprise sw sector will get hit. Ill check and see when Sap reports.... if the numbers arent good, then might be a good time to bottom feed on I2, Psft or Sebl. JMO

Michelle