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: Teflon who wrote (636)	11/13/1999 1:20:00 AM
From: Bruce Brown	Read Replies (1) of 1817

Teflon, I also feel that if things fall into place (FED meeting and decision is viewed as positive), and Y2K hoopla is over and out - i2 will indeed break out to new highs. It has been consolidating lately and 4th Q is i2's strongest - traditionally. I don't know if it will be awarded valuations like ARBA and Commerce One, but it certainly has a shot of going up to new highs from here if the investing world starts to view it for the B2B wave. Speaking of other Godzillas and volatility, DoubleClick jumped up $27-29 Friday on the news that an alliance with IBM will be announced Monday. Depending on the announcement, this could push DCLK up through its high of $175 set in April. There's no question, that the Godzilla Game is a volatile one as the authors point out. DoubleClick went from $175 down to $70 this summer. However, in terms of a winner take all game, DoubleClick certainly has been executing perfectly. Not a heck of a lot was said here, but we need to remind ourselves of the extreme volatility in this Godzilla and B2B game. BB

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