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

To: shamsaee who wrote (15956)	1/23/2000 3:56:00 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

ITWO was in the 50s in November and look at it now.....Would appreciate some opinions......BB has had it for a long time, maybe he can make a case for it. I believe it is one of the stocks that will be presented in "Project Hunt". However, I will not be presenting it as I have chosen CNXT - a company I knew nothing about going into the project. I think it is more valuable for the thread to have another present i2, rather than my biased opinion. Also, I am enjoying my own personal learning about a 'new' company, which I still don't know enough about to present yet. I am working on it though. Yes, I have been an i2 investor since 1998 which I don't consider a 'long time', but maybe in today's fast paced investing market that might qualify. I have discussed i2 in the summer and fall of 1999 and will contribute once the initial presentation is made. I also made a post last week in response to mtnlady's question of a 2-3 stock basket of B2B investments. It's interesting to note that i2 was on a healthy percentage of small-cap fund managers top 5 or 10 pick lists back in 1998. I have always been fascinated with small-caps and i2 certainly has turned out to have been a nice performing small-cap. BB