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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike 2.0 who wrote (19125)	3/1/2000 10:27:00 AM
From: Bruce Brown	Read Replies (1) of 54805

RE: ITWO Of course my favorite part of Cramer's 'wisdom' was this: "Or in other words, we don't care if General Motors (GM:NYSE - news - boards) and Ford (F:NYSE - news - boards) are going with Oracle (ORCL:Nasdaq - news - boards) or with i2 (ITWO:Nasdaq - news - boards) for their new parts procurement process. We don't want to own GM or Ford on any occasion. In fact, we would rather own the loser in that tech bake-off than the winner in nontech, because in this new world, there is so much business to be done for the i2s and the Oracles that the capital will remain plentiful for them, win or lose a particular piece of business. Just yesterday I found myself wishing I had bought i2 when it lost out to Oracle for the giant business-to-business contract for the Big Three automakers. Others had the same idea because i2, the loser Friday, was up much more Monday than GM and Ford could be this year. i2 can own the world because the company with the access to cheap capital always wins. And the companies with no access have to lose." I said I wasn't going to steal any more didn't I? BB

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