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

To: Mike Buckley who wrote (11926)	12/3/1999 10:56:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Folks, Only after having been the pawn of a dastardly trick for which the perpetrator is still laughing, I just learned the secret identity of Climber. Please join me in welcoming him to our thread. The two of us go back about five years when he was one of a core of people who helped me learn what the heck investing is all about. On the other hand, he was also my editor and you can see that he had no demonstrable effect toward improving my writing skills. By the way, Frank, in our reunion of sorts Climber made a point of mentioning that he continues to enjoy my sense of humor. HRUMPH!!!!! --Mike Buckley

To: Mike Buckley who wrote (11926)	12/3/1999 11:33:00 PM
From: Bruce Brown	Respond to of 54805

It's no secret that i2 and Siebel are two favorites of mine. In addition to the first manual's presentation of both companies, Barron's ran an article last fall (between September and November - I forget the exact issue) where four small-cap investment managers were asked what their favorite stock was for the long haul. Three of them nailed i2 as thee 'pick' and mention of terminology involving our method of investing was used. That was in the fall of 1998. Not too much talk and chat is found on the Internet with this stock. Daily volume on the G&K thread is about what the volume is for several months or more on any i2 thread. There is a combination of factors creating the rising share price in i2 over the past few months. It certainly is no 'secret' any more, but has been showing up on a few stock screens since the end of October and as that continues, it will add fuel to the fire. As Pala provided the link, we have been discussing i2 in the context of B2B over on the eWorld GG thread. The current quarter is i2's strongest quarter historically. That's just in terms of SCM. Management has telegraphed the past 18 months of transition into providing or beefing up their B2B/B2C products to help save companies millions of dollars. Customers are lining up and the current quarter is their traditional 'hot' quarter. I am no 'expert' on i2, but have been invested since 1998. According to an investing fellow Fool named "Mr. T" who I enjoy discussing i2 and other stocks with because he is 'in the industry' - of the enterprise application market - supply chain management software is very substantial. It's a very, very high barrier to entry space and i2, for all practical purposes, seems to be emerging in the niche as the dominant 'critter'. I have gone so far on this thread before to use the word 'gorilla' in the SCM niche market which I feel is valid. i2 has strong alliances with IBM and Microsoft for B2B. Why is that valuable going forward? They have the sales staff to push the product. If you take a look at CRM, it is an 'easier' product to create. However, if one consider's the difficulties Oracle, SAP and others have experienced in trying to create that 'easier' product - you begin to understand the years, man power and depth of technology that is involved to not only get that 'easier' product out the door, but to sell it and grab market share. We know that Siebel has executed in that space. SCM is even a deeper technology that has strengthened the 'lock'. If any are interested, outside of the discussion over on the GG in the eWorld thread, buzz on over to the Fool and read some of Mr. T's and other's discussion of SCM, i2 and the company. A visit to i2.com is warranted as well. boards.fool.com boards.fool.com BB