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

To: LindyBill who wrote (18471)	2/23/2000 9:50:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

ITWO gd, we discuss Front Office companies endlessly here. I think it's perfectly appropriate to discuss i2 here. It is the leading Gorila candidate if not the crowned Gorilla in the supply-chain space. But it is NOT a front office company. Never has been. Never will be unless it merges with a front office company. --Mike Buckley

To: LindyBill who wrote (18471)	2/23/2000 10:01:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

RE:ITWO LindyBill: Interested that you feel that way. The split between the two boards seems less and less practical anyway, since it is clear that Geo Moore seems to be focusing increasingly on e commerce and Godzillas. And of course, the revised manual incorporates his tentative e commerce and godzilla thinking as well as having a final chapter on that. The split boards was perhaps a reasonable approach at the time it happened, but it is increasingly clear that the "other" board is not much used. The flip side of course, is danger of overload here and potential loss of clear focus on gorillas and kings themselves. Best. Cha2 PS Just read Mike's post where he declares ITWO a gorilla or at least a gorilla candidate (if I understood him correctly). So two board question is moot. PPS But where e commerce is best discussed is still relevant, no?