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Technology Stocks : Agile Software Corp- ( AGIL)

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To: puborectalis who wrote (70)9/11/1999 10:36:00 AM
From: sam   of 570
 
Look for Dell to become a customer (if they aren't already). Why else would Dell buy so many shares several weeks ago at about the time of IPO? JMHO Also, Greg makes a good point. Past sales are almost irrelevant to the future of companies like AGIL, ARBA and VERT. Question is -- how will they do in the future. IMO, as more and more companies outsource (and the projections for growth in this area are absolutely huge), AGIL will be the "place to go" for the necessary software needs. At this point, there IS no where else to go whatsoever. Indeed, AGIL has invented the market. Quite likely, at least until AGIL reaches a market cap of about 5 or 6 billion or so, its competitors will think very seriously about just taking them out of the market (the potential market is that big imo). Of course, better products could come along and/or AGIL can fail to execute. But so far, they haven't shown signs of weak management. To the contrary....
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