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


To: pala who wrote (597)11/9/1999 8:14:00 PM
From: pala  Respond to of 1817
 
<<Aspect Development has created a rapidly growing market for inbound supply chain solutions that optimize product development processes and eProcurement.>>

Well if b2b is going to be worth more money than God, I suppose getting all it in the door and where it's supposed to go will be a hot business.

I'll check thier 10k for competition tommorow.

Doug



To: pala who wrote (597)11/11/1999 7:24:00 PM
From: Teflon  Read Replies (3) | Respond to of 1817
 
Doug, I have been accumulating quite a large holding in ITWO with respect to my other holdings since the $50 mark. It will soon be my number 4 holding behind MSFT, GMST and QCOM. *EVERYTHING* I hear about and see of i2 I like, and more importantly their customers are raving about their product. I will be able to expound more on this later, but I wanted to jump in here now on this puppy.

Wouldn't be surprised to see the Street move ITWO up to the floor where ARBA and CMRC get to party...many people (incorrectly) assume the three companies are all selling the same stuff...most of what I see tells me that they actually add greater value at the end of the day.

Just my opinion as usual (boy it feels good to post!)
Teflon