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


To: Mohan Marette who wrote (753)10/10/1998 6:23:00 PM
From: Shane M  Read Replies (2) | Respond to of 2339
 
Mohan,

I don't have a clue regarding this particular quarter. Outlook is more important to me than what may be reported this quarter so long as earnings are in the ballpark. I would really like to see revenue upwards of 60% y/y growth, but I'm thinking this may be asking too much given the world situation.

I really want to hear management say something like "Now that SAP's product is out a large degree of uncertainty has been removed from the marketplace. Potential customers recognize that SAP's offering is years behind ours, and understand that if they want to play they want i2 on their team."

Would also like to hear "Many potential customers are getting Y2K behind them and are beginning to look forward. We are seeing increased renewed interest from some potential customers that told us Y2K was taking priority."

And while I'm writing up my wishlist, I'd also would like to hear "We are picking up many deals where MANU used to usually win."

Shane