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

To: JRI who wrote (29106)	7/29/2000 11:11:33 PM
From: Lizzie Tudor	Respond to of 54805

I had it for a long time but not right now, just because it was trading with the b2b's and I was overconcentrated there anyway so I lightened up. It could be that all this cross-enterprise integration creates more demand for I2 products, especially in the optimization area, if more suppliers are able to talk to their trading partners. Does the investment world realize that I2 doesn't own every aspect of everybody's supply chain anymore? That I'm not sure of. I'm a little more speculative with my trading account than most GG investors though, so I'm focusing on b2bi integration and then I am buying a little nuance (voice recognition) and that is really way out speculation-wise.