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

To: Mohan Marette who wrote (1165)	1/29/1999 8:13:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 2339

I think the psft news is a non event for I2, Mohan. Nothing new for those that know backoffice. BTW got any more speculation plays, I think Im going to trade out of dclk... I want to pick up some @home during a march correction but it sure would be nice to double that money in something between now and then...<ggg> Michelle

To: Mohan Marette who wrote (1165)	1/29/1999 9:15:00 PM
From: Shane M	Respond to of 2339

Mohan, I see i2 as seperate from what's happening in ERP. I bailed PSFT after the quarterly announcement. I'd been hoping bad news from SAP might mean PSFT was gaining ground, and I was wrong. Outside of ORCL, I'm getting the consistent message that Y2K is going to pull alot of these stocks down. Later in the year the ERP cos could be very cheap and I'd be interested in SAP and PSFT again. Also Hoping ORCL will hit a rut so I can reload on it. (I actually didn't mean to sell ORCL, but I guess I never cancelled a limit order. Could've sworn I cancelled the order but...) I still hold i2 though, and will likely add on any price weakness into the 20s. As I see it, this company's prospects have improved greatly in the last few months. Shane