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

To: LindyBill who wrote (8298)	10/14/1999 5:43:00 PM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

However, this is the G&K thread, and while we are searching the Congo for gorillas, we can make a lot of money on Kings and Princes along the way. I quaff carouses to you! (Or however that drinking line toast from The Taming of The Shrew goes.) I hasten to add a few Godzillas along the way as well if those more frisky, energetic types want to jump over to the e-commerce (soon to be named Godzilla) thread. I will be discussing eBay over there shortly. Yes, it's in the manual and yes the business model looks great. It's one of the few Godzillas that is profitable. Hey, even Johnny Bench is a shareholder. I know I am on here on the 'more conservative' Gorilla & K thread. However, I just wanted to bring up one gorilla we all might know and remember from the first manual. The SCM niche gorilla - i2. Quite an incredible, well timed - at the right time - transformation this company has made over the last 12 months to take advantage of the Internet - hook, line and sinker. It's been a long wait with some volatility holding this one, but I think that the company has a stream of hypergrowth quarters coming as success seems to be breeding success in their new B2B foray. This transformation was no secret as management has been talking about it for a year, but who knew what B2B was a year ago? They did, but we investors were clueless. Well, I'll speak for myself. It's not selling at unheard of multiples like start up Ariba and is becoming the darling of the industry. For lack of a better word - the old boy networking in the tech business seems to be the best advertisement i2 is getting. I remember when Geoff Moore made a comment about how everyone 'in the valley' was declaring Siebel the CRM gorilla. I wouldn't be surprised if Mr. Moore or Kippola or Johnson had some views on i2 within the next six months in reference to what the 'valley' thinks. BB

To: LindyBill who wrote (8298)	10/24/1999 4:58:00 PM
From: Mike Buckley	Respond to of 54805

Lindy, When Merlin and I got started on this book on the Motley Fool thread last year, He went for a basket and so did I. Geez. I had forgotten that we met over in that thread. You probably remember that Brent Harris, my 16-year-old friend at the time was the one who cried out that buying the basket forces us to buy the weaker companies. Yet Lucius was piping in that buying a basket in emerging technologies is the safer bet. My take these days is that with everything being done in Internet time, it is a moot point. The gorillas will probably become evident in much less time than in the past. Just for the record, I gave up on buying a basket of stocks quite early on. Cisco's success taught me that lesson. :) --Mike Buckley