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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: pala who wrote (496)	10/26/1999 10:51:00 PM
From: Teflon	Respond to of 1817

Not so fast, Doug!!! Though I haven't really had time to post, I've still managed to have my broker add shares of i2 to my holdings. I have become quite familiar with their story through work, and I like everything that I see. Assuming the same folks that took CMRC and ARBA to 175/share start to look under the hood on this stock, I fully expect i2 to be over 100 by the end of the year. Teflon

To: pala who wrote (496)	10/27/1999 7:44:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 1817

I'm not sure it's just you and me hot on i2, Pala. I follow this stock quite closely and was first introduced to it after I read the first The Gorilla Game. An analyst from Piper in Minneapolis really likes the company. He liked it at 16, 20, 25, 40, 50 and still likes it at 71 1/2. A good read of Inside the Tornado points out that the success they have achieved in SCM with their clients certainly makes them ripe for the B2B market which just so happens to be perfect timing from management at i2. As I mentioned, going into the process they had a position of strength that will likely continue. No, we shouldn't count out Oracle and SAP, but I think there will be a lot of opportunities for everyone in B2B and perhaps no dominant player will emerge. Remember that a software gorilla can still be a gorilla with a 20 to 30 percent market space (according to the manual). BB