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To: Lizzie Tudor who wrote (77679)9/18/1999 3:01:00 PM
From: Sam Sara  Read Replies (1) | Respond to of 164684
 
Epiphany vs. Agile

After looking closely at companies, Agile gets even more attractive. I am hoping it will drop into 45-50 range, although recent GS remarks make that less likely to happen over the short-term.

I'm still tempted to play Epiphany short term, although I have dropped the price I am willing to pay at open to 32, based on comparison to market caps of other companies of the same ilk.



To: Lizzie Tudor who wrote (77679)9/19/1999 12:07:00 AM
From: H James Morris  Respond to of 164684
 
>>I predict 90% of epiphany investors don't have any idea what their product is, etc. <<
Michelle, who cares when its a Kleiner child? Do you think that there's a Kleiner child that trades on fundamentals?
Do you really think that I bought Dscm based on a potential profitable model?
Hell no!
Look at Hlth! Please.



To: Lizzie Tudor who wrote (77679)9/19/1999 11:33:00 AM
From: Glenn D. Rudolph  Respond to of 164684
 
LOL! Epiphany has this product that used to be called BYOB (build your own business). It is a bunch of SQL queries
against your ERP system that takes the data and puts in in a huge flatfile. Then, there are a bunch of front-end tools to
BYOB that allow for quick access of "sliced" data (data warehousing stuff)... customers in region 2 that have bought
servers in the last 3 months, etc. - stuff like that.


Michelle,

Not to continue the point too much, but have you ever seen a post by KIS with the type of content you just provided?

By the way, thank you for the education.

Glenn