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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: uel_Dave who wrote (11907)	12/3/1999 9:21:00 PM
From: pala	Read Replies (1) of 54805

Dave here is a good overview of i2 from back in October maybe before the last qtrs earnings. If you read all this and spend about a day on thier web site you have a start. If you just pull up the news on the i2 web site and scroll thru it, you won't believe their customer list. siliconinvestor.com Anyway i2 and Oracle are the only two Gorillas with credible B2B plays that I know of, and thats what is driving their price. They are trying to lever their core tech and customers into a huge new tornado, B2b, and of coarse only time will tell. Enjoy Doug

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