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Technology Stocks : Agile Software Corp- ( AGIL) -- Ignore unavailable to you. Want to Upgrade?

To: Mao II who wrote (142)	9/14/1999 4:18:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 570

CPI should be benign tomorrow...strong close for AGIL today.

To: Mao II who wrote (142)	9/14/1999 6:52:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 570

Yeah thats my background. I am from manufacturing ERP and worked at Dell and SGI and a bunch of others in manufacturing. I'm almost embarrassed to say I didn't discover agile until it had been out 2 weeks... Wizard and Mogul told me about it... I usually follow up on all software IPOs but there have been so many. Anyway unlike most software IPOs like scient, vitria, e.piphany etc. this problem with SKUs that agile solves is a problem that really needs to be solved!! We need this badly for automated supply chains and despite the marketing I have read on this company, this is not only a manufacturing issue. Pretty much every dynamic automated purchasing environment has problems with varying SKUs all over the place... anybody who builds PCs has these problems with Intel... first its the PII, then the PII Klamath, PIIK b2 (build II), PIIK auto, blah blah blah, Intel is constantly changing part numbers for what is essentially the same SKU as far as the vendors are concerned! I don't see how you can effectively automate purchasing without this technology (if... agile product works, that is). Having said that, one point with regards to purchasing which is the same problem I have with ariba... these products are most effective when applied to purchasing applied to the order cycle, and as far as I know the ERP vendors have that locked up. I suspect this is why ariba only works for non-manufacturing goods, operational stuff, etc. I see that as a negative despite ariba putting a positive spin on it. I don't know how agile fits in to the order cycle, or if there is any integration at all - as I say I have no firsthand knowledge of this product.