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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: RR who wrote (3434)	9/24/2000 1:51:32 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

used to own ITWO back in Feb98 at split adj price of 18 very different internet applications from BEA Systems ITWO is an imminent gorilla for enterprise b2b software their Rhythm has it all, complete enterprise links they come nose2nose against Oracle's 8i BEAS is an imminent baby gorilla for website integration sw their WebLogic is taking over complete mktshare if I had to guess which might benefit from an investor mania, I would say ITWO but BEAS might enjoy better pct gains BEAS chart has already begun a breakout ITWO is on the doorstep of one ITWO probably has lower chance of severe airpockets since largercap, more institutionally owned do you prefer I2Tech over Ariba, CommerceOne, Inktomi ? they are each in slightly different internet areas in long run, my guess is INKT might be the biggest story but its path has yet to fully be laid out INKT is somewhat asleep, big gains ahead and then there is Infospace (INSP), with wireless internet content delivery anyone know of the biggest most successful Internet Mutual Fund ??? yes, I am in interested... what anathema !!! / Jim