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Technology Stocks : WebMethods,Inc. (WEBM)
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To: Lizzie Tudor who wrote (142)10/27/2000 1:59:15 PM
From: Wizard   of 161
 
I think the numbers were pretty incredible and demonstrate the IT spending focus on B2B. I don't see why this stock sells at a price/revenue discount to companies that sell perpetual licenses (like BVSN & ARTG) - it doesn't make sense unless you assume that investors don't believe the model works.

You have been in the software industry, what do you think of a 2-year renewable model? Given the historical problems with making a system work and given the importance of B2B as a source of competitive advantage (if not business viability), I don't see why a company wouldn't want to pay less up front and force WEBM to deliver or you won't renew.

I think WEBM is undervalued and its growth and visibility are excellent. With the dramatic sequential growth in 'revenue activity' (revs + chg in D/R), the lock-up is the only issue and that will soon go away.
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