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

To: Lizzie Tudor who wrote (28017)	7/15/2000 6:19:39 PM
From: Mike Buckley	Respond to of 54805

Lizzie, Thanks for your quick response about i2. I'll be interested in learning what Bruce and others (Erick?) have to say about it. And please keep us informed about any changes in your thinking or increased confirmation that you're thinking is on target. --Mike Buckley

To: Lizzie Tudor who wrote (28017)	7/15/2000 7:13:26 PM
From: Curbstone	Read Replies (1) \| Respond to of 54805

Ho---ly shit Lizzie. Could you toss in a few more acronyms? So far we got EJB, XML, BOM, ERP, BEA, SKU, and SCM, all in one measly post, and while many consider me a "techie" the only one I recognize is ERP, which is what I do after a coupla swigs off a Steinlager. If it turns out that somewhere in that bowl of alphabet soup the is a G or a K floating around, would you be so kind as to offer up your decoder ring? Aloha, Mike OK Frank, which way to the Curmudgeon thread?

To: Lizzie Tudor who wrote (28017)	7/15/2000 9:03:58 PM
From: the hube	Respond to of 54805

>>The thing is, the valuation is not as overblown as some of the other b2bs a PSR of 38 is still pretty rich imo. At least the PE doesn't have a comma in it. I think ITWO takes about three years to grow into its current valuation...

To: Lizzie Tudor who wrote (28017)	7/16/2000 2:06:11 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Lizzie wrote: I am cooling to I2 a little because I think their proprietary architecture is in jeopardy. Then a few posts later when Mike asked about clarifying her thoughts on i2: >Mike, I am trying to figure out I2 right now. The thing is, the valuation is not as overblown as some of the other b2bs so its a tough call. I know you know they made their name on the demand planner and a proprietary language (called oil) which talked across the chain. But that was 4 years ago. I haven't worked with them directly for a long time and I must admit I don't know how they have modernized their architecture. You admit you don't know what i2 has done with their architecture in the past few years, yet in your previous post you were so bold to say that you were 'cooling' to i2 because you 'think' their proprietary architecture is in jeopardy? Interesting way of gorilla game interpretation to say the least. Not to worry. i2 has not only modernized, they've created a powerhouse. What has i2 done since you worked with them 4 years ago? • May 1997, i2 acquired Think Systems Corporation for 7.7 million shares of Common Stock. • May 1997, i2 acquired Optimax Systems Corporation for 2.7 million shares of Common Stock. • April 1998, i2 acquired InterTrans Logistics Solutions for 3.3 million shares of Common Stock. • July 1999, i2 acquired Smart Technologies for 2.1 million shares of Common Stock. • March 2000, i2 acquired Aspect Development for approximately 44.9 million shares of Common Stock. ($9.3 Billion) • March 2000, i2 acquired Supplybase for approximately 1.8 million shares of Common Stock. Without writing a 28 page report at this particular moment (which I do have prepared and is simply waiting for the quarterly results of the joint i2/Aspect earnings report to add the final touches), I can simply say that I have drawn a different conclusion about the client/server computing architecture gorilla position of i2 and the powerhouse supply chain inbound/outbound combination of zero install client computing architecture solutions that i2 offers. I don't stand alone on this conclusion and would be curious for Lizzie to back up her claims using revenue data for SCM sector and explain exactly how the proprietary architecture of i2's is in jeopardy. The growth of the company has been nothing sort of spectacular over the past four years and the forward guidance by management remains compelling. This quarter will be the first quarter where i2/Aspect report joint earnings which automatically will adjust some of the valuation/metric items mentioned in other posts. Not counting the quarter about to be announced, the previous 5 quarters y/y revenue growth for i2 starting with the most recent quarter (March) to most distant were: 58% 55% 53% 57% 63% The tornado growth for the client/server computing architecture of SCM took place in the period before 1998 and i2 emerged from that tornado as the niche gorilla of SCM. What's the future look like for the powerhouse inbound/outbound SCM company? i2 has wisely positioned themselves with very tactical moves by management over the past two years for what will be one of the most exciting decades yet to come. Management telegraphed this 'organization' beginning back in 1998 and was the compelling reason I decided to invest in the company. They have lined up their alliances and partnerships in one of the most unique and 'neutral' ways for the B2B industry. For example - Ariba is a partner with i2 and so is CommerceOne. If I climb up on my chair and start preaching..... The kids are calling for bedtime stories. Off I go. BB P.S. I breezed through the Ariba/CommerceOne posts earlier this AM, but haven't had time to respond. As usual, I disagree with most that I read.