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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (38110)	1/18/2001 8:43:29 AM
From: Judith Williams	Read Replies (1) of 54805

Bruce-- It might be a nice exercise for each of the companies listed on the G&K index and the W&W index for the group to follow along with each CC over the quarters as they roll by. Super suggestion. I have only just begun following i2, with the idea of dipping my toe in the waters with a "starter kit." This CC gave me a snapshot, but it would be terrific to be able to put that in a longer time frame. Unless the i2'ers had specifically mentioned that they had previously not provided guidance--only remarks on "visibility" going forward--I would have been unaware of the change. This holds for many of the business aspects covered--the shift to private from public marketplaces, etc. Perhaps we could think of the CC's in two parts: the actual call and then an analysis, of the kind you provided, of the trends, both those that show up in the numbers and those that are somewhat more masked. --Judith

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