Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JohnG who wrote (16069)	1/23/2000 2:19:00 PM
From: Mike Buckley	Read Replies (1) of 54805

John, ITWO analysis. Lazy & didn't try to convert to G&K analysis. Perhaps Buckley has a first impression. I remember seeing that report awhile back and didn't take the time to read it again. I have nothing new to so I'll review stuff I've mentioned in the past. All I can say, not having investigated i2 deeply, is that the company is definitely playing a Gorilla game in which they are the leading contender if not the Gorilla. (Bruce and others have a more informed opinion about that distinction than I.) I continue to maintain that their supply chain sector will be the most easily subsumed by the ERP players. i2 is doing battle against that threat by leveraging the supply chain of last year to the B2B sector of this and upcoming years. To the extent that they will be (or won't be)successful in doing that, investors can justify (or not justify) the current valuation. --Mike Buckley

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