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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: gizmo&jack who wrote (15254)	9/8/1999 5:53:00 PM
From: Frederick Langford	Read Replies (1) \| Respond to of 108040

G&J, You post was accurate and on the money. I think with October around the corner, Greenspan and the Fed threatening to tighten again, and perceived Y2K probs, most of the folks here usually take profits pretty quickly. I traded AGIL 3 times for a total of 10 1/2 points. The move was huge and lent itself to great trading. Almost anytime a stock goes too far either way, it will correct, as did AGIL. They are still a unique company. Perhaps during a different season more would have held. Either way, it closed well above it low of the day. Fred

To: gizmo&jack who wrote (15254)	9/8/1999 7:21:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 108040

I completely disagree with you about AGIL. AGIL is a first mover and will chase the likes of companies like ARBA. AGIL Mkt. Cap is cheap now compared to other first mover B2B companies. AGIL will change the way business operate...they have the best products and are a first mover. I always look for companies that are leaders and show huge growth potential. AGIL is that company. Not to mention they are in the hottest secor, being B2B. Some of these links will help you understand what AGIL is all about. Also take a look at ARBA...AGIL in my opinion is way undervalued. BTW ARBA has a Mkt. Cap of 6B+. AGIL only has 3M shares outstanding and 19.8M Outstanding and was Underwritten by MSCO. LIOX was not Underwritten by MSCO...kind of strange huh.... LIOX did make a nice move though. AGIL Must Reads: cnbc.com Partners: Message 11081215

To: gizmo&jack who wrote (15254)	9/8/1999 7:23:00 PM
From: $Mogul	Respond to of 108040

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.

To: gizmo&jack who wrote (15254)	9/8/1999 7:32:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 108040

Not only do I think AGIl will have a higher price next year but I think that the stock will have split at least once. Those 19.8M shares outstanding will beg to be split in the hottest growing industry for the future of the Net B2B. Kim's price targets were right on and conservative at best. Of course the figures are all ceteris paribus...and depend on Mkt. conditions.

To: gizmo&jack who wrote (15254)	9/8/1999 7:48:00 PM
From: Kimberly Lee	Read Replies (1) \| Respond to of 108040

Gizmo, actually I believe AGIL will continue to do well in the next few days. Earlier today I did set a short-termed target of 65, and it is around that point that many traders took profit. I have since made an upward adjustment of the price target tentatively to 75, near termed. LOOK has a market cap near LYCO and more than SEEK, but I did not hesitate for a minute buying it back around 30 today. BAMB has no revenues to speak of, little prospect going forward, but I had no hesitation picking it up around 20 1/2 either. If I worry about valuations in momentum plays, I would have missed out on at least 80% of highly successful trades this year and the years prior.