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


To: Lizzie Tudor who wrote (1166)1/29/1999 8:54:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 2339
 
Michelle you mean PeopleSoft does not have an SCM or eBPO product to compete with i2,silly me I was under the impression they did to some extent.

As for day trading,I thought you didn't like it and you are a long term investor by nature,it is quite risky you know. As for tips lets wait till next week,If I come across anything I will let you know.I picked up some more DELL this morning (for the long shot) and some EGRP (short term).



To: Lizzie Tudor who wrote (1166)1/29/1999 9:20:00 PM
From: Shane M  Read Replies (1) | Respond to of 2339
 
Michelle and thread -Off Topic-,

Do you have any interest in the cable companies? When Paul Allen started buying them I became interested. In particular, I'm trying to benefit from the bottleneck in the internet, which is getting information into the home. The phone lines just won't do the trick. Don't understand the cable technology however, and the competitive threats.

On the IFC forum they mentioned a company called Antec as specializing in the "last mile" infrastructure, but I'm thinking cable companies already have a huge leg up here. Their rates are still too high for most home use now ($40 per month in my area), and the concern about network speed slowing as more people adopt.

Any comments from the thread would be appreciated.

Shane