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No. of Recommendations: 4
Don't know how one would pick from ITWO and ARBA. I've got them in a GG B2B basket along with CommerceOne, and Perigrine (and Oracle of course).

Along those lines though, I'd really like to see the board define specific baskets where the games are shaping up. Sure we talk about some favs all the time but, well, here's an example: I've bought a number of the NextGen Network companies that we have talked about here but I am having trouble understanding how they break into natural groups of combatants like who are RedBack's, Juniper's, Sycamore's, and Brocade's natural enemies? Understanding that, after all, is at the very heart of the Gorilla Game and I'm not feeling very confident about my capabilities yet in this NextGen Battlefield (still need to do more homework, eh).

So, I guess my first paragraph implies that putting, ITWO or ARBA on the List of Ten seems a little premature to me, like we've already picked the winner - have we? I'd like to see "Six Baskets to Rule the World!"

-Ken (a faithful lurker...)
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