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

To: D. K. G. who wrote (1070)	1/2/1999 10:36:00 PM
From: Naveen Kumar	Read Replies (2) \| Respond to of 2339

Was late getting into ITWO but finally jumped in at 28. My take on all software companies is a slowing of orders perhaps to a trickle in the second and third quarters with a slight pick-up towards the end of fourth quarter. Y2K issues will keep most people busy with implementation of their chosen software, so no new decisions likely in 1999 (at least to regular levels). That is what I observe in the Banking business and suspect applies to manufacturing as well. Any comments from folks specializing in this field ?

To: D. K. G. who wrote (1070)	1/11/1999 9:16:00 AM
From: D. K. G.	Read Replies (1) \| Respond to of 2339

Stree.com article features i2 as on of the 25 winners for 99 thestreet.com 25 Winners for 1999 By Jim Seymour Special to TheStreet.com 1/8/99 12:56 PM ET i2 Technologies (ITWO:Nasdaq). As companies replace inventory with information, i2 is riding the crest of one of the most powerful business-transformation trends. Just ask Dell, which, after getting stuck in an endless SAP AG (SAP:NYSE) R3 conversion process, dumped the Germans and later adopted i2's better, faster-to-implement answer. You've seen the results, as Dell's now-legendary supply-chain management system fueled its hypergrowth. ITWO builds similar systems for Ford (F:NYSE), Boeing (BA:NYSE), Allegiance (AEH:NYSE), Herman Miller (MLHR:Nasdaq) and many more. A mid-1998 split didn't boost the stock price as fast as i2 had hoped, but i2 has doubled since September. i2's new Rhythm "sales configurator" system should fuel even faster growth in 1999.