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


To: Mike Buckley who wrote (9454)11/3/1999 9:02:00 AM
From: Bruce Brown  Read Replies (1) | Respond to of 54805
 
Heck, I'd even accept $1999. ;-)

Mike, check my post on the i2 thread in regards to the Oracle/Ford new venture. I fail to see how this new venture disrupts i2's current contracts with Ford at the Woodhaven stamping plant and the Vesteon plant. Correct me if I'm wrong, but the Oracle contract was for a new venture that has nothing to do with the current business model. Nevertheless, the market reacted yesterday. Perhaps i2 had run up to $80 on hopes they would win the contract, but I have no access to information like that.

BB



To: Mike Buckley who wrote (9454)11/3/1999 9:03:00 AM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> Some of us have been playing a game -- and I have to emphasize that it's only a game!

Hey, wait a minute! I thought it was for real. Aunt Nancy
and I were counting on Q being $2060/share for our Golden
Years budget. Does this mean we'll have to cancel the
order for our yacht?

uf



To: Mike Buckley who wrote (9454)11/5/1999 4:07:00 AM
From: Martin Rasch  Respond to of 54805
 
Some of us have been playing a game

given a high PE of 100, earnings have to be about 12B (50% more than MSFT today)

tough but within what one can imagine today

MR