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

To: lurqer who wrote (31931)	9/20/2000 4:50:13 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

i was gonna tease you for misspelling "provocateur" until I checked and realized the mistake was derivative. Me bad! Particularly as I chastised GM for the same thing. Oh well, even Homer etc. etc. Don't worry about utching BB, btw; those tortoises have very thick shells... tekboy/Ares@proudownerofITWOthankstoBBsincefall99.com

To: lurqer who wrote (31931)	9/20/2000 6:07:59 PM
From: Bruce Brown	Respond to of 54805

Well "reading between the lines" of your posts, I got some last spring "on the cheap". Of course I'm still waiting for the report also. But then I'm just a "provacateur" in training. Not another one? There were no lines to read between. i2 was the SCM leader and well documented in manual number one. Revenues will most likely cross the $1 B annual run rate this quarter. I would say that the core SCM game is more mature than the CRM game and has settled in to what management has forecasted as sustainable 40-45%+ annual growth going forward. The tornado for the application based SCM took place previously and i2 did emerge as the gorilla. Now they find themselves in another opportune market as their value chain expands (Primavera was added today) and B2B comes to the fore which is what Geoff mentions in his post about the enterprise coming to the web. After several quarters of 50%+ revenue growth, the latest quarter jumped to 84% y/y revenue growth. Gross margin improved to 76%. Net margin improved to 7.9%. Flow ratio improved to .78 from 1.24 in the year ago period. Cash King Margin (which is more important than the net margin) improved to 36%. I'm looking forward to the upcoming quarterly report. Yes, i2 has had a spectacular move since 1998 in spite of Tom Kippola's concerns at the time that the value added application niches to the enterprise might have a tough go against Oracle and SAP. I can't say that kept me from investing in i2 as well as Siebel in 1998. What ever happened to my two little small-caps....? Thank goodness for best in class algorithms that took the space and now has both the outbound and the inbound SCM thanks to their acquisition of Aspect Development. The i2/Ariba/IBM relationship is not the only plus for i2 as they have done everything they can do to be 'vendor neutral' and also work with the other players in the B2B space. Anyway, no lines to read through. Don't follow my suggestions. Simply roll up the sleeves and see what's under the hood in Dallas and Mountain View. BB