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

To: pala who wrote (537)	11/3/1999 1:22:00 PM
From: scott	Read Replies (1) \| Respond to of 1817

RE:LE and ORCL; I too have worried about LE's mega-ego and had thought of selling my ORCL shares sooooo many times. But, whenever I heard him talk about Bis and his net vision ......well, it just made too much sense. I think I am beginning to like LE's mega-ego............ and, I think that ORCL should be seriously considered by anyone wanting to profit from b2b and b2c.

To: pala who wrote (537)	11/3/1999 3:50:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 1817

Oh, I'm watching Oracle - like a hawk. Oracle, Siebel, SAP, i2, Ariba and Commerce One seem to the ones we should watch like hawks. Now, if we rip out their core product modules and niche specialty's and just look at the B2B thing what do we get? Is it a level playing field that the tornado can carry all along? There's been a lot of vision from them. For a short time honeymoon - I think we will continue to see a lot of money moving in and out and to and fro with each major 'deal' announcement. Commerce One/Chrysler, Seibel/IBM, Oracle/Ford, etc... . I have to assume this is going to settle down at some point in the future and we can get back at looking at the growth numbers and 10-Q's/10-K's to see whose vision is seeing clearly. In the meantime, I expect a lot of volatility in all of them such as i2 experienced this week. For the B2B game, what are we to do? Buy a basket? I guess our two little incubators - ICGE and SFE should not be overlooked. Thoughts much appreciated. BB