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

To: uel_Dave who wrote (11925)12/3/1999 10:36:00 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
[i2's] 27% stock price increase in a year for a ~$8 billion market cap company is one thing, but to do it in a day is outstanding, and on no news.

There is a possibility that SAP's news about the success of their investments in e-business initiatives today allowed some similar optimism to carry over to i2. Your point is nonetheless noted.

--Mike Buckley



To: uel_Dave who wrote (11925)12/4/1999 2:58:00 AM
From: pala  Respond to of 54805
 
<<i2's vision is to add $50 billion of value for its customers by the year 2005>>

Oh I know Dave the 1160% run from Oct of 1998 to date is the number that Bruce Brown and I like.

I really think a lot of people are missing out on i2 and Oracle both, but there are so many great investments in this market, no one can follow them all.

Only a few Billion to go and we can try to get them moved up from the watch and wait list with Seible.

Enjoy
Doug


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