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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (39997)3/6/2001 9:21:19 PM
From: Seldom_Blue  Read Replies (2) of 54805
 
Hi Bruce,

I have been meaning to ask your opinion on something. I bought some ITWO around 40, thinking it was about as low as it would get. Still holding. Do you think the fundamentals have changed in this economic environment? How do you view the Nike news?

I know someone who works for Ariba. I talked with her extensively and she is very impressed with ITWO. She thinks they have superior technology. Of course they are in different markets.

TIA.

Seldom Blue
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