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Technology Stocks : WebMethods,Inc. (WEBM) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (89)	7/13/2000 1:07:30 PM
From: Wizard	Respond to of 161

Grainger, SAP, Oracle, Dell Corporation, Staples.com, Commerce One, Ariba. Federal Express, Ventro, Juniper Networks, ChemConnect, e-steel, Computer Sciences, barnesandnoble.com and Bowstreet Technology all use webMethods. To get the guaranteed delivery of transactions, partners need webMethods technology on the other end so these companies facilitate viral marketing for webMethods. my point is, WEBM has a lead and if they innovate, they stand a good chance at winning this game. whether they win in the long run really doesn't matter to the stock price for the next 6 quarters. WEBM is executing well and has won thus far. My bet is that they leverage their current position into more and more. This management team gets it.

To: Lizzie Tudor who wrote (89)	7/19/2000 3:30:05 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 161

Hi Lizzie, I've got WEBM on my watch list and I seeing it's down with the market today, considering a buy. I noticed you mentioned the lock up expiration. Would you recommend taking a partial position now and maybe holding off some until the expiration? I really woke up to this company when a new company told me they really had no choice but to go webm, since all the suppliers had it, it was so dominant they didn't feel like fighting the trend. That would get MY attention too. Are you still holding RMBS? bp