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

To: Lizzie Tudor who wrote (1213)	3/10/1999 4:57:00 PM
From: Adam Nash	Read Replies (2) \| Respond to of 2339

I know that Manu's management is having real issues now, but I just think that a price of 1x sales is too cheap for a company that could be growing really well if they got their act together. I agree about the risk in i2, which is why I haven't purchased more lately. However, I'm not taking the capital gains hit until i2 disappoints, and they haven't so far. Siebel is interesting, and I was thinking of buying them. However, I kind of feel their valuation is like i2's right now. I also worry about them competing with Trilogy, which is now sitting on quite a bank roll based on pcorder.com's valuation. I think people were too quick to assume that gorilla status in ERP would translate to all enterprise software. SAP isn't a gorilla in my book.