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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (6237)	9/13/1999 7:55:00 PM
From: Martin Atogho	Respond to of 54805

Bruce, Interesting mail from GM. An interesting company that may yet have a say in the IRP emerging sector might be AGIL that just recently IPO'd. It is a B2B ecommerce play and provides software for manufacturing companies to facilitate their operations with the companies they have outsourced their products to - a similar thing to SAP's ERP but only externalised. There will be plenty of juxtapositioning in the SW sector early next year with Y2k worries out of the way and it would be interesting to see who comes out on top. Do you know anything about this company, AGIL? Also, GM should know more about this company because Mohr Davidow hold a significant stake in this company, AGIL. JMTC. Ma