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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Mike Buckley who wrote (6793)9/22/1999 3:06:00 AM
From: pala  Respond to of 54805
 
OK thread my candidate is i2

Clearly a application software chimp, with a dominant position in SCM in the tornado (Fortune named them #14 in revenue growth recently)

FUD around Gorillas moving into their market space may be non news with thier new ecommerce look.

I've been waiting for the new manual (out there in UPS land somewhere) to start on this. But if some one can refer me to a post or posts with the preferred form, I'll start on it while I'm waiting

Since Mr. Market values i2 mostly on earnings, they could become a great buy if they have any kind of lapse in earnings during their ecommerce transition (non news to a Gorilla Gamer)

DOUG



To: Mike Buckley who wrote (6793)9/22/1999 9:16:00 AM
From: Percival 917  Respond to of 54805
 
Merlin and voop,

Sorry to have to point out a minor mistake but Citrix's symbol is CTXS. CTRX is for a company call Celtrix a pharmaceutical company. I know it was an oversight.

Joel