Brad Reback
Brad Reback
august clearly good late market names news pieces positive providing rotation seeing sentiment tech today
It's late August and there's not a lot else going on, so these two pieces of good news are providing follow-through for some of the other beaten-up names in the sector. Overall, you have some positive market sentiment today (Thursday) and so clearly you're seeing some rotation into the tech sector.
cash concerns continues directly expected flow given growth impact reverse trend
The company's billings growth continues to decelerate, a trend we expected to reverse its course. Given that the company's billings directly impact the company's cash flow trends, this deceleration concerns us.
broad case news rally software today
I don't think there's any company-specific news on i2 today (Wednesday). I think it's just the case of a broad rally in the software group.