Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Teflon who wrote (690)	11/15/1999 6:11:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 1817

Teflon, my focus - at least in terms of shares - is on i2 as well. I think it is too early to start calling a 'winner' between the three at this point (Ariba/i2/Commerce One). A lot of alliances, a lot of contracts, a lot of news items and plenty of business going forward. I know that we look at i2 as a double edged business. The gorilla in the niche market of SCM and the entrance into the arena of B2B which they have been planning for well over a year. I know you are waiting for a big breakout, but I've liked the breakout from the teens in April, or the 30's in August to the low 80's. I've owned it for over a year and the last 12 months has been a little better than a 200 percent return. Of course, Siebel is more like 400 percent, but that's because of the obvious CRM growth. What kind of breakout are you expecting? BB