From RB threads......To All Agil Investors:
Hello fellow Agil investor, these are the word that I found
in the latest money magazine, in the TECH WIZARD section by McNamee, who is tracking
tech stocks since 1982.
As for the Internet, McNamee thinks it's entering what
will be its most powerful phase yet. " The Web's first
stage was all about marketing," he says. "People would
set up a site and tell you about their product. Then it was
about transactions-'I'll sell you some thing.'." But the
Internet will truly come into its own, he contends, as a medium for business to connect
customers, suppliers, and employees.
"Eliminating geography and middlemen as barriers to commerce is monster wave that will
last a long time," he says. He points to HEALTHEON, which sells Internet-Based
software that uses computer networks to automate all aspects of Hospital management.
AGILE software, which
recently went public, is another next-wave winner, he
says. It's software lets companies transmit engineering
changes to their suppliers instantly. |
