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

To: dhanam who wrote (704)	10/1/1998 8:56:00 AM
From: Edward F. Horst Jr.	Read Replies (1) \| Respond to of 2339

A good indication was the stock holding it's ground, up a tick, yesterday while the markets were getting clobbered. Relative strength is an excellent indicator. Read the Computerworld 9/21 articles on SAP and I'd conclude ITWO is in a much stronger position than the Wall Street bunch give them credit for. SAP has more than they can handle, it appears, getting what they have released to work. Even their CEO admits that it will be several years before his promises are released. sounds like he has learned well from the Windows NT rhetoric to freeze the markets. SAP has more competition and they impact the ENTERPRISE -- big difference when products don't work, are difficult to learn, aren't efficient, need mountains of expensive professional services to implement, etc. One example of ITWO's competitive strengths. IMO.

To: dhanam who wrote (704)	10/2/1998 12:39:00 PM
From: Mohan Marette	Respond to of 2339

dhanam, if there is any deal I am sure it'll be announced on Oct.22nd along with the earnings.I have owned the stock couple of times but don't own any now,I am watching closely nonetheless.I think downside risk is minimal here,earnings that beat the estimates 10% or more with some substantial deals could propel this stock nicely,well I guess we all know that.I don't know for some reason I like this company,go figure.