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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (9454)	11/3/1999 9:02:00 AM
From: Bruce Brown	Read Replies (1) of 54805

Heck, I'd even accept $1999. ;-) Mike, check my post on the i2 thread in regards to the Oracle/Ford new venture. I fail to see how this new venture disrupts i2's current contracts with Ford at the Woodhaven stamping plant and the Vesteon plant. Correct me if I'm wrong, but the Oracle contract was for a new venture that has nothing to do with the current business model. Nevertheless, the market reacted yesterday. Perhaps i2 had run up to $80 on hopes they would win the contract, but I have no access to information like that. BB

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