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

To: Naveen Kumar who wrote (1071)1/2/1999 11:10:00 PM
From: Digitom  Read Replies (1) | 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>>

Congratulations, but these sound more like reasons for getting out than getting in. Perhaps the 'Integration' and 'Services' companies will see continued demand.



To: Naveen Kumar who wrote (1071)1/4/1999 10:33:00 AM
From: Mohan Marette  Read Replies (1) | Respond to of 2339
 
If you are worried about 'slowing orders' take a look at couple of other companies by Desi boys,I like MAST and CBSI particularly,I think both of them should kick-ass in 1999 for obvious reasons. I like i2 also I don't think their prospects are as bad as some of the ERP boys.Just my opinion of course,god knows I could be wrong.


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