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

To: Teflon who wrote (636)	11/12/1999 10:14:00 AM
From: Jill	Read Replies (1) \| Respond to of 1817

Thanx Tef. I'll take the weekend to study these. I can't focus on anything today except Qualcomm... Jill

To: Teflon who wrote (636)	11/13/1999 1:20:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 1817

Teflon, I also feel that if things fall into place (FED meeting and decision is viewed as positive), and Y2K hoopla is over and out - i2 will indeed break out to new highs. It has been consolidating lately and 4th Q is i2's strongest - traditionally. I don't know if it will be awarded valuations like ARBA and Commerce One, but it certainly has a shot of going up to new highs from here if the investing world starts to view it for the B2B wave. Speaking of other Godzillas and volatility, DoubleClick jumped up $27-29 Friday on the news that an alliance with IBM will be announced Monday. Depending on the announcement, this could push DCLK up through its high of $175 set in April. There's no question, that the Godzilla Game is a volatile one as the authors point out. DoubleClick went from $175 down to $70 this summer. However, in terms of a winner take all game, DoubleClick certainly has been executing perfectly. Not a heck of a lot was said here, but we need to remind ourselves of the extreme volatility in this Godzilla and B2B game. BB

To: Teflon who wrote (636)	11/13/1999 11:33:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 1817

Greetings, Teflon, and welcome home. You were sorely missed. I know there is interest in Gemstar from both Godzilla and Gorilla hunters, and that it is one of your major holdings. The following was just posted on the gmst thread, and may have great significance in terms of the Gem's future. For those not familiar with Gemstar, keep in mind that they are in the process of acquiring TV Guide: Message 11918717 uf

To: Teflon who wrote (636)	11/14/1999 11:32:00 PM
From: taxman	Read Replies (2) \| Respond to of 1817

(Analyst is MD Porcelain) New York - Unless you work in a purchasing or manufacturing organization - you may have missed the i2 Technologies, Inc. (Nasdaq:ITWO) story. According to Fortune Magazine, i2 is one of the fastest-growing American companies. i2 is dominating the intelligent software market that focuses on supply chain management and related business process applications. The stock currently trades at $76 with a PE of 223 (yes two hundred and twenty three). We believe that the i2 growth story is real, compelling and because we believe consensus expectations are too low, we are initiating coverage on i2 Technologies with a long-term BUY rating. Here are some highlights of the Company. Providing Bottom Line Results to Clients - i2 focuses on providing software products for supply chain management and related business process optimization applications. In other words, i2 helps companies run their business better. For instance, the Company's i2?s RHYTHM Strategic Planning solution enables executives and analysts to plan scenarios, set goals, and monitor the performance of the enterprise. i2's sales force is so confident in its software part of the license fees paid to i2 are based on economic returns and productivity savings actually earned by the client. New web based products - i2 recently introduced TradeMatrix an eBusiness portal that allows buyers, sellers, designers and service providers to interact. For example, buyers can procure both direct and indirect material and services. The software is built on open standards, enabling almost any company to instantly share in the efficiencies of a joined network. Companies that support the portal include AT&T, Acer America, Boise Cascade Office Products, Exodus Communications, Hewlett-Packard Company, IBM Corporation, Ryder Integrated Logistics and Sun Microsystems. If successful, this product will contribute significantly to the bottom line. We believe the product will be. Financial Performance is Terrific - i2's revenue has risen nearly tenfold over three years as manufacturers have sought out its products. For the first three quarters of 1999, i2 reported total revenues, net income and diluted earnings per share of $395.8 million, $12.9 million and $0.16 per share, excluding charges of $4.8 million associated with acquisitions. These results compared with year to date 1998 total revenues of $255.6 million, net income of $8.8 million, and diluted earnings of $0.11 per share, excluding $7.0 million in charges for various acquisitions made in 1998. Stock Performance is Terrific - The stock of i2 has skyrocketed and make no mistake, it is not an inexpensive stock. Fluctuations can range from 10% to 15% on a normal day. The stock does have a short falling that approximates 3 days worth of trading. We hope they are wrong. Our two year target price is $125. ¸ Copyright. The Independent Adviser Corporation. i do not have a position in this one. regards.