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

To: sam who wrote (348)	10/8/1999 5:40:00 PM
From: Dalin	Read Replies (1) \| Respond to of 570

OT...OT FWIW, I have seen a lot of talk recently about the JBILs and Solectrons being the next "internet-like" growth sector Huh? JBIL and SLR? Those guys are my biggest competitors. Internet-like growth? The EMS sector is growing, but that fast? Well, no wonder I am so damn busy. Cool, can I have couple billion dollar market cap in say...2 years also? Anyone wanna back my IPO? <gg> :0) BTY! D.

To: sam who wrote (348)	10/8/1999 5:50:00 PM
From: Lizzie Tudor	Respond to of 570

I think they like selectron because its a play on outsourced mfg that the internet enables, Agil being the kind of product you would need to do a lot of outsourced mfg... however... if you look at what has happened to ariba and cmrc, only 6 mos ago these were companies that played in one enterprise software space (purchasing)... just a niche player nothing more, really not that much different than agil here. But the analysts decided since e-commerce is going to be so huge ariba needed to be worth more than the prior purchasing erp space by a factor of 10. So, why wouldn't that also apply to agil? PDM wasn't that big in the past but how much distributed mfg was going on? And with the internet you've got all this virtual warehousing capability where you ship other people's goods from there warehouse... SKUs matter for this kind of thing... The point being, agil goes much higher from here...