Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: pala who wrote (496)	10/27/1999 7:44:00 AM
From: Bruce Brown	Read Replies (1) of 1817

I'm not sure it's just you and me hot on i2, Pala. I follow this stock quite closely and was first introduced to it after I read the first The Gorilla Game. An analyst from Piper in Minneapolis really likes the company. He liked it at 16, 20, 25, 40, 50 and still likes it at 71 1/2. A good read of Inside the Tornado points out that the success they have achieved in SCM with their clients certainly makes them ripe for the B2B market which just so happens to be perfect timing from management at i2. As I mentioned, going into the process they had a position of strength that will likely continue. No, we shouldn't count out Oracle and SAP, but I think there will be a lot of opportunities for everyone in B2B and perhaps no dominant player will emerge. Remember that a software gorilla can still be a gorilla with a 20 to 30 percent market space (according to the manual). BB

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