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

To: cm who wrote (710)	10/2/1998 3:54:00 PM
From: Shane M	Read Replies (1) \| Respond to of 2339

cm. Thanks for the comments. From my reading here and elsewhere I have based my ITWO investment on the reports that Rhythm and SCM in general pays for itself via increased efficiency in a short (less than a year) time frame. This has been touted a major selling point. Comments indicating that "maybe the return on investment isn't as great as we estimated" cause me some concern. Because if true, these kinds of views can give SAP yet one more reason to say "why don't you just wait until a _real_ software company comes into this space? It won't be long now..." I feel there's an urgency for ITWO to distance itself from the pack right now. MANU stumbles have presented the chance, and SAP has given ITWO a short window of opportunity to _guarantee_ its long term future in this space. From the "Gorilla Game" perspective, Long ITWO... My 2nd largest holding, but shrinking steadily. Shane