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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (20007)	3/13/2000 11:46:00 AM
From: Bruce Brown	Read Replies (1) of 54805

RE: i2 (ITWO) Mike and gang, I just got back from a long walk in the Vienna Woods. I'm kind of glad I missed the first two hours of the stock market as I had no idea what was going on with anything. I spent the AM on stage with our final Don Giovanni rehearsal with orchestra before Wednesday night's opening performance and then had a costume fitting for the next premiere I'm singing in come April. After that, it was Sacher Torte and coffee before an afternoon walk in the woods. I just got home and see that the action has been swift and heavy. I knew something was up for i2's future, but had no idea it was Aspect. This alters my project hunt report quite a bit - so you will have to give me some more time. This is, as I understand it, the largest deal ever in the application-software sector. I haven't had much time to think it through, so let me jaunt off into my research lab and get a handle on all of it. There must be some obvious synergetic reason behind it all. Aspect is a B2B eCommerce company and will give i2 a very dominant position which they obviously felt were not able to grow from within. In fact, the deal makes them now the 'largest' B2B company in the space to date. I would say this hits right at the heart of others in the B2B space in terms of their eCommerce solutions. Granted, this is a huge market going forward and as Geoff Moore stated on the gg list, the dominant niche gorillas going into the eCommerce B2B 'revolution' will more than likely end up coming out on the back end sitting pretty well. Without knowing much more at this point, I think this is a rather exciting deal going forward over the next few years. It's interesting that just last week we had the IBM/i2/Ariba alliance and now this. I believe that Aspect will be a subsid of i2, but let me dig deeper... BB P.S. As a result of the deal, I see that Robinson Humphrey has upgraded i2 from an outperform to a buy.

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