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To: Wizard who wrote (1101)10/19/1999 10:48:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 3350
 
OT OT OT
You and I are the same page re:I2. You do know that tradematrix overlaps a bunch of things from other companies - sort of a vert + arba/agil I guess. Not everybody can win, and yet all these companies are priced to win. I think vert is my least favorite and besides you get them with ICGE anyway.

I actually like the iwov product better than vign... so go figure. But I'm in that one short term... i2 and sebl are really worth their valuation while the others aren't, imo.