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

To: shamsaee who wrote (18491)	2/23/2000 2:07:00 PM
From: Bruce Brown	Read Replies (3) \| Respond to of 54805

RE: i2 Shamasee, was I really ranting and raving about i2? Mike does not own it - so don't count him in on the bonanza. He used to think the ERP vendors were going to munch the niche gorillas Siebel and i2. I think he still has that view for i2. I don't have that view, but have always respected his concern. Although I met Mike on the Siebel board over at the Fool, I'm not sure we would be cut out for the WWF. My son has the body type for professional wrestling. My body is more cut out for side arm pitching and long distance running. i2 was some what of a taboo subject on this board last summer because the market cap was well below the range. In fact, it was near the small-cap range depending on what time of the year we are talking about. That didn't stop me from talking about it though. I did not buy i2 until 1998 after I read the original manual and owe it to Moore/Kippola/Johnson for mentioning the stock in their SCM scenario. Now we've got i2 sitting at a market cap of $25 Billion and Siebel sitting at a market cap of $23 Billion. What happened to my two favorite small-caps? CRM and SCM niche gorillas - that's what. So I find it interesting that some how I'm about to present i2 as a candidate in "Project Hunt" (after the weekend) when I would rather be doing the thread a favor and combing my favorite small-cap arena for another i2 or Siebel type situation that we could all benefit from. Now we were talking about Ancor ($1.5 Billion market cap) and Brocade ($14.4 Billion market cap). I guess Brocade meets the goal - market cap wise - but Ancor barely has a toe over the small-cap to mid-cap transition area ($1 Billion). Other mid-caps we have been discussing on this board include Rambus and Cree. It is amazing how fast some of these small-caps and mid-caps move into the large-cap arena. In fact, some of them IPO in the mid-cap range!!!! Hard to find some pearls in the small-cap gorilla game range because of this, but I have faith that eventually one or two will come along and I am spending time looking for them. BB (Miffed that I gave up on BEAS back around $5 a share...)