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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (20192)	9/8/1999 7:02:00 PM
From: Canuck Dave	Read Replies (1) \| Respond to of 56535

MPTH: That is one seriously sick chart. Seems to imply that all the money they're losing isn't helping them build market share or do anything else useful. You going to get some? CD

To: Softechie who wrote (20192)	9/8/1999 7:22:00 PM
From: Trader J	Read Replies (2) \| Respond to of 56535

MPTH - Wow! You ain't kidding. Insiders bought a bunch at 18, they must think something is good ..... or else they misjudged the internet stock movement thinking that it would be at 40 again very quickly. Nice rev growth, and it is now trading at 3x book which is very reasonable. Under a 10% short/float ratio. Would like to see the next earnings number but you would think that a 33% position would certainly be warranted here on the next strong Nas day, how much downside is left. Price to sales still a bit high but not that bad. I like to see issues drift lower on 1/2 avg. volume. Hmmmmm. J

To: Softechie who wrote (20192)	9/8/1999 7:35:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 56535

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.