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Technology Stocks : i2 Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Adam Nash who wrote (1210)	3/10/1999 3:07:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 2339

Adam, I2 and Manu play in different markets and as such each is a specialist in one area.... and I personally prefer Manu's area which is CPG as a market. So, based on product offering alone I have faith in Manu. The management of Manu doesn't seem to know how to operate in this declining market however so I wouldn't risk my money with them. having said that, I don't like I2 here either. The only software company I like is Siebel. Interesting how someone on the msft thread was talking about the Gorilla Game and potential gorillas (such as Manu and I2 that Moore dwelled on - oops!) and how he didn't think it was worth it in the smaller companies vs. the huge caps such as msft. One thing that is interesting to note though - Moore didn't say anything about the scenario we have here - where an entire sector has fallen out of favor - with customers and stockholders. I2 and Manu are not performing well for sure but then neither is Sap which is pretty close to being a Gorilla - in fact I think there is a bunch more downside in Sap. Moore implies that investors only have to pick gorillas and thats it, never look at your portfolio again. Moores next book should deal with major shifts in investment such as we have seen here, I'd be interested in what he has to say. We have seen plenty of gorillas fall in the past in both mkt share and stock price and Sap is just another example of that.