Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: SecularBull who wrote (17093)	2/3/2000 4:03:00 PM
From: tekboy	Read Replies (1) of 54805

LoF, I agree that this is very interesting and important news for SEBL and ITWO (both of which I own thanks to Merlin, BB, and others here and on the godzilla thread). Question for those who know this area well: how does this affect the longterm prospects and gorilla potential of both companies? Merlin, for example, has said in the past that the real danger to i2's gorilla status in SCM is that the big enterprise boys might try to muscle into that market and take it away. Does this pairing make such an outcome less likely, and thus does it strengthen i2's gorillalet credentials? tekboy/Ares@inquiringmindswanttoknow.com

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