Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (12041)	12/6/1999 11:38:00 AM
From: Eric Jacobson	Read Replies (2) of 54805

Then again, you all know my stand on Siebel and i2... Bruce, I've appreciated posts by you and pala on i2 and I'm becoming increasingly interested. I've gone back and read several of your posts on the topic and I'll begin doing further research. In response to your statement above, I know you own and are very bullish on both. However, in gorilla game terms, I'm not clear on where i2 stands. As you know, i2 was featured in the FM as being in a Supply Chain Management gorilla game with Manugistics. Can you explain what happened with this game - did it tornado? Did the tornado produce a gorilla? Is the B2B space i2 is entering a new gorilla game or a continuation of the first? If you were to buy a basket in the space, who would be in the basket along with i2? Thanks for your help. Eric

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