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

To: Percival 917 who wrote (12153)	12/6/1999 9:07:00 AM
From: Bruce Brown	Respond to of 54805

Considering i2's current client base, revenues, growth and forward prospects not only in SCM, but in the addition of the B2B space - we are seeing the market catch up to i2 as we have discussed over the past few months on the other thread. As to will it 'fly up' to Commerce One or ICGE's levels - I don't know. I question the justification for the levels of a lot of things. I don't question the justification of why I chose i2 as an investment in 1998. I remain focused on the longer term and we know that there is a rumbling clamor for the products and portal that companies like i2 can offer the customer. As I mentioned on the i2 thread, it is no coincidence that Tom Meredith (CFO of Dell) sits on the exclusive board of i2. It's no coincidence that Dell uses i2's products. It's no coincidence that Dell is a successful representation of what their business model can do for a company. Put all of that together and it is no coincidence that a lot of corporations are 'hungry and drooling' to be more efficient within their business models. It's interesting times for investors as we move from the 90's into the 00's. BB