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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Lizzie Tudor who wrote (53519)1/29/2003 1:46:45 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Lizzie,

The combination of this prolonged war stalemate and relentless pursuit of financial disclosure is going to put a lot of teetering companies out of business, imo. I2 may be one.

The long-term trend of i2 is that the more revenue it has generated, the more negative free cash flow it has generated. If the company goes out of business, I suspect it will be due more to that factor than anything having to do with uncertainties related to a war or the resources required to comply with financial disclosure.

Regarding your concerns about companies in general (as opposed to i2 in particular), I do wish uncertainties could be eliminated and that government would be more efficient in its pursuit of financial disclosure. But considering that it's unlikely that either will ever come about, those factors become part of a company's ability or inability to compete. That's one of the reasons that in times such as now, the strong get stronger and the weak get weaker.

--Mike Buckley
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