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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 220.66

+1.6%

Nov 21 9:30 AM EST

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To: dbblg who wrote (76017)	8/31/1999 6:02:00 PM
From: Lizzie Tudor	Read Replies (1) of 164684

I know agile, somebody just turned me onto them and I started looking into it this week. For those that don't know, it is software kindof in between supply chain and e-commerce that manages manufacturing entities (SKUs) between supplier and vendor. For example say you have an automated supply chain between Dell and Intel. Intel is always changing the SKUs and this is a real problem... for example PII Klamath, PII Klamath vb, etc. all these silly part numbers which are meaningful to intel but not to Dell. Agile solves that, theres a product change server etc. using an XML format. As far as the stock... since I think software is coming back in a big way it looks like a great investment to me. The problem is the underwriters have to push it as an e-commerce play and not another SCM play... thats what Ariba did and it worked. I notice agil is up 20% today which means somebody thinks it benefits from the internet. BTW I tend to think in terms of manufacturing but as Siebel has proven manufacturing software has a constrained market compared to other automation - especially since a lot has moved overseas and asia mfg is not really automating.

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