AGIL- con't
*MUST READ* From Red Herring RE: AGIL-
Deep-pocketed
institutional players
who like the
company. According
to Agile's prospectus,
"... Mohr, Davidow
Ventures and
Sequoia Capital own
33 percent and 20
percent of the
company,
respectively."
Mohr Davidow (MDV), the
Menlo Park, California, venture
firm, includes two of the most
well-known heralds of
business-to-business enterprising
-- Bill Davidow, who wrote
Marketing High Technology and
coauthored Total Customer
Service and The Virtual
Corporation, and Geoffrey
Moore, who wrote Crossing The
Chasm and Inside The Tornado
and coauthored The Gorilla
Game.
In keeping with the published
MDV philosophy of investing in
"founders who have identified
impressive market opportunities,"
Agile develops and markets
so-called "product content
management software." That is,
software that allows companies to
collaborate via the Internet by
interactively exchanging
information about the
manufacture and supply of
products and components. Agile's
suite of software products is
designed to allow all of the
members of a manufacturing
supply chain to communicate with
one another about new or
changing information concerning
the manufacture, source, or
supply of products or
components. The company also
provides services (about 40
percent of sales) including
consulting, implementation,
support, and training.
Outsourcing production is geared
toward creating supply chains that
are more efficient, dynamic, and
flexible than vertically integrated
manufacturing operations.
Forrester Research (Nasdaq:
FORR) estimates that
business-to-business e-commerce
is expected to grow to $1.3 trillion
in 2003, accounting for more than
90 percent of the dollar value of
e-commerce in the United States.
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