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To: Senor VS who wrote (2827)	9/22/1998 7:21:00 PM
From: Mohan Marette	Respond to of 12475

<----i2---> Planet 98-Supply Chain Summit.( e-Commerce process optimization) Ravi: I was wondering about it myself.As you may already know i2 have this big 'summit' happening in Dallas from Sept.20-23,I hear some 3000 people from various industries are in attendance from around the world.Hopefully we should know something within the next few days. I understand this year's theme is 'e-Commerce process optimization'. I don't have any stocks yet but I am watching closely. Here is the site for Planet-98 208.193.77.8 i2.com PS:I think many 'analysts' will be at the meeting and they should have their 'expert' opinion on the future of i2 once the summit is over tomorrow the 23rd.

To: Senor VS who wrote (2827)	9/22/1998 7:38:00 PM
From: ratan lal	Respond to of 12475

RVS SEEC a y2k co. started by an indian went from 4 to 37 and then back to 4. Today that was up 5/16 to to 5 1/8. BUT the internet cos. were up by huge amounts. So I am positive the money to buy y2k did NOT come from internet cos. I think that with 1999 approaching, all cos. must be getting desperate to solve their y2k problems ratan

To: Senor VS who wrote (2827)	9/23/1998 9:24:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 12475

Planet-98,Program schedule for Sept 23.Note Analysts panel at 8.30 Ravi: There is an analysts meeting at 8.30 CST today hosted by Ken Sharma of i2 Technology,would be interesting to hear what they have to say after the meeting.If you register you can listen to it live or view it later.Here is the program for today. ===================================== Sessions for September 23, 1998 8:30 AM CST Analyst Panel HOST: KEN SHARMA, Senior Partner, i2 Technologies 9:30 AM CST The Computing Future Paradigm EDWARD ZANDER, Chief Operating Officer, Sun Microsystems 10:30 AM CST EDWARD M. STRAW, President, Ryder, Integrated Logistics 11:15 AM CST PLANET Wrap-Up SANJIV SIDHU, CEO and Founder, i2 Technologies

To: Senor VS who wrote (2827)	9/25/1998 6:49:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 12475

Namrata. rediff.com Namrata & Warsi rediff.com

To: Senor VS who wrote (2827)	10/12/1998 10:09:00 AM
From: Mohan Marette	Read Replies (3) \| Respond to of 12475

Ravi: Did you say you had some i2 if so don't worry it looks like the stock is coming back nicely.I did pick up some shares of i2 when the markets tanked big time on the 7th last week paid close to $11.00,could have picked up for $9 5/8th but I wasn't fast enough I suppose. The stock is trading up + 2 1/4 this morning thus far at $15 3/8th. If Sanjiv Sidhu could meet earnings of $0.09/share or better it by a penny and if he can come up with a better outlook (than the last time) for the future I won't surprised if the stock goes above $20.00 very soon.If they disappoint with gloomy outlook then all bets are off. BTW Prudential came out with a 'strong buy' last week on the stock. In my estimation based on a forward P/E of 26 and an estimated growth rate of 50% for the the next 3 years i2 should be worth at least $25.00 to $29.00 and this without any premium.Of course I could be wrong as usual but I thought I let you know my thoughts on it. I want to get some more before the earnings but I haven't made up my mind yet.