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

To: Lizzie Tudor who wrote (1219)	3/11/1999 12:18:00 AM
From: Shane M	Read Replies (1) \| Respond to of 2339

Thanks for the consideration. I think I was mis-interpreting your earlier post. As to i2 being a big mover - I'm not going to try to pretend I can time these things - I know I can't. I just try to pick situations with great long term potential and let the market decide when it wants to reward the given companies. (Also while we're talking about big movers: Checkfree CKFR is turning out to be one of my better movers so far this year. e-billing is on its way and CKFR is the engine. There's a super thread here on SI to get up to speed.) BTW, have you heard anything further on the relationship with ORCL? As of last CC the relationship wasn't producing a whole lot but Sanjiv said he was expecting to start seeing this bear dividends. I know you had mentioned the AMAT deal last quarter where R/3 came out and ORCL/ITWO went in. The recent Dell/IBM announcement had me thinking that i2 will benefit in a big way as the companies supply chains become connected. Before long everybody in the PC chain will need i2 to participate. Any thoughts on e-BPO perhaps being involved with Dell's e-commerce site? I would love to hear an announcement about i2 getting into the automotive area. Sanjiv feels such a market is perfect for i2's product, and it is up to now untapped potential. Hoping that one of the big auto mfgs will start the ball rolling downhill in that sector. SEBL: For the life of me I can't get myself to like this business. I work with salespeople everyday and most are lucky to successfully save a file out of their e-mail. SFA doesn't fit into my picture of what a salesman is and how he/she works. SEBL will likely continue to do well because companies are throwing money at this, but try as I might I can't become comfortable with it - especially until it's proven that the product can successfully be used in a sale organizations. Salespeople I know hate most kinds of imposed structure - it's just not how they work. That said, based on sentiment alone I'd buy at the right price, but it's well above that right now. If it gets to 5X sales I'll probably buy in. Again, thanks for your comments. I appreciate your time. Shane