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

To: Bruce Brown who wrote (875)	12/7/1999 10:16:00 PM
From: Teflon	Read Replies (1) \| Respond to of 1817

Bruce, thanks for the post...very informative. I am still very bullish on ITWO and it's business going forward. Not only does their market attribute high barriers to entry as well as exit to their product umbrella, but as I have mentioned before, their sales and marketing organization is tops in the game. Thought I'd share with Jill (where are you!!??) the fact that I was selling January 100 puts yesterday, and I am considering going further out on the strike price depending on how tomorrows action shapes up. Now if I could just convince some of those boys and girls in the pits to buy some of those ETA puts I'd love to sell... :) The trading in ITWO is very positive, and I still believe big institutional money is finding its way into the stock. Just some random thoughts on the ITWO front. Teflon

To: Bruce Brown who wrote (875)	12/9/1999 1:09:00 PM
From: Eric Jacobson	Read Replies (1) \| Respond to of 1817

Bruce, it appears Robertson Stephens agrees with you that i2 is a double-edged sword. biz.yahoo.com "In the long run, we expect investors to fully appreciate i2's significant competitive position as an eBusiness player not only based on eMarketplaces, but also as the supply chain space morphs into the eCommerce back-end," said Rangan. "In addition, as eBusiness initiatives scale up and the move towards `mass customization and markets of one' takes place, back end complexity will explode - this is where i2 takes over with a solid market share, mind share and product lead."