Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bruce Brown who wrote (21986)	4/1/2000 3:18:00 PM
From: lurqer	Respond to of 54805

re. i2 and GG applicability i2 Hey Bruce I surly hope that i2 report is positive, because I bought last week. <gg> I had already decided that a) it was a gorilla and b) the Aspect deal was positive. Waiting. GG There seems to be two debates going on simultaneously. One - whether GG should be limited to high tech or not; two - whether GG should be limited to a few high tech areas. These are two very different questions and in my mind have different answers. While GG originated within a very circumscribed region of high tech, Q is an outstanding example that within high tech it may have applicability that even its originators did not dream. lurking... lurqer

To: Bruce Brown who wrote (21986)	4/1/2000 3:58:00 PM
From: Martin Atogho	Respond to of 54805

BB, Thanks for that clarification. I would only be too happy to consider I2 a gorilla if that is indeed the case, as I have actually found them to be a very interesting company. Adding myself to the now impressive queue, waiting for that report. rgds, MA.

To: Bruce Brown who wrote (21986)	4/2/2000 5:50:00 PM
From: Bruce Brown	Respond to of 54805

RE: Business to Business application software providers In light of the comments about B2B, I thought I would share the occasional link every now and then to articles from analysts that seem to have a fairly good handle on the emerging space for those software investors on this board who might be interested. It is an area that is at the heart of application software vendors. Here is a link to an article that has comments from Credit Suisse First Boston's George Gilbert (B2B commerce applications and marketplaces analyst): cbs.marketwatch.com BB