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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Dotty who wrote (21388)	10/30/1999 8:37:00 AM
From: Kimberly Lee	Read Replies (2) \| Respond to of 108040

Dotty, thanks. Great article on explaining the basic and most essential elements of B2B plays.

To: Dotty who wrote (21388)	10/30/1999 9:40:00 AM
From: edkaiser	Respond to of 108040

b2b teaser - very interesting, but it overlooks at least one important "Horizontal" -- ITWO. I2 is a supply chain management leader that is moving quickly towards the internet and ebusiness. Market Cap is $6B. Last year's revenues were 362MM, and through first 3q of this year revenues are 396MM. Trailing 12 months eps is 0.37. Next 12 months estimate is 0.58. Last quarter earnings were 20% surprise to the upside. Even with a 50% rise in the last 10 days, the stock price of $78 results in p/e and p/r ratios favorable to most internet companies. Links: Company home page i2.com; tradematrix.com "the intelligent eBusiness portal" tradematrix.com; article at Upside upside.com;