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

To: LindyBill who wrote (11897)	12/3/1999 6:46:00 PM
From: uel_Dave	Read Replies (2) \| Respond to of 54805

Hi Bill, Were you following I2 before? This stock ( ITWO ) has gone vertical over the last two months and tripled in price to $126; up 27% today to almost $10 billion market cap. Any ideas on what is driving this stock so high? I will go over to the I2 board and read / post to satisfy my curiosity. Thanks, David

To: LindyBill who wrote (11897)	12/3/1999 7:17:00 PM
From: Mike Buckley	Respond to of 54805

I like it. ... I Don't like it. Lindy NEVER fails to crack me up. He has a way of putting investing in a context that is unbelievably educational. Stan will remember what I said about Bill in our breakfast, that getting to "know" him online reminds me of one of the memorable pieces I've seen about investing, written by David Gardner. He wrote that when it comes to investing, be sure to "know thy self" and "know they stock." Is there any question in anyone's mind that Bill knows both? Not mine. Not in the slightest. And when people question why he puts all of his money in one stock, it's because it fits so perfectly and naturally with his whole sense of being that to do otherwise would probably be wrong. My opinion. --Mike Buckley