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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (28568)7/24/2000 1:29:57 PM
From: pann1128  Read Replies (2) of 54805
 
Hi Bruce,
Many thanks for your I2 and Seibel posts.

If you are still in the Bay Area, you probably read this article in the mercury news. I believe Larry is taking on more than he can chew, but I am interested in your take on Oracle's moves. Hopefully Mike B. reads this and comments on it as well. Both of you have discussed Seibel's position as being very strong w.r.t. Oracle, but what about I2?

sjmercurynews.com

Thanks,

Piyush

P.S. How did you visits with Bay Area companies go. Not sure if you posted anything on it.
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