Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Probart who wrote (357)	10/9/1999 7:46:00 PM
From: Winston Lee	Read Replies (4) \| Respond to of 570

Do comparative valuations on CMRC, ARBA, BVSN ... at 1.3 billion market cap. I thought it was trading at discount to its peers; but of course, AGIL's growth rate (and arguably industry growth in AGIL's niche field) is slower than its peers. At $1.8 billion now, I think it's trading at a premium compared to them. Friday's action was precipitated by greedy momos and analyst coverage ... it was very weak Friday afternoon, and I think this will carry over next week. I bet the investment bank initiating coverage was dumping the shares from their proprietary account as hysteria was reaching the peak. Regards,