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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: dbblg who wrote (76017)	8/31/1999 5:36:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

Thanks, Ganesh. Thanks for the heads-up. I don't know AGIL, BTW.

To: dbblg who wrote (76017)	8/31/1999 6:00:00 PM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 164684

AMZN, YHOO and other net stocks took off later today. Any idea what happened? AMZN was at a low $ 112 today, but finished 124+. Did they spook because of the early release of purchasing managers data?

To: dbblg who wrote (76017)	8/31/1999 6:02:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to 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.