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

To: MulhollandDrive who wrote (97)	7/19/2000 5:24:21 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 161

Hi bp I mentioned earlier on this thread, but you may not have seen, that I wasn't interested in webm prior to the active acquisition so I'm new to this stock as well... I made my one and only purchase in the 120's a few weeks ago. My rationale for buying then was that epiphany fell from their high (300s) to the 100 level on lockup expiration, but was able to hold the 4 billion valuation pretty well until the mini-crash, so webm at 4billion valuation looked ok to buy. I thought I'd add more during lockup thinking it might fall to 90s - 110s or so. Then after the ariba numbers (and epny just reported 700% license revenue gain) I don't know how low we will go in Aug. Maybe 90 is not possible, the software sector is too strong. When I mentioned webm on other threads the first thing people mention is the lockup. Its a lot of shares as a % of float coming off but as others have said its such a known event that I'm not sure about the outcome. I believe the best thing about webmethods is the marketing. I don't believe the technology is anything hot, but in the end marketing always wins. I've watched a few of these spaces evolve in software over the past few years and I can't see how webm/b2bi is any different from say, what broadvision did in providing a turnkey solution for storefront technology that a whole bunch of customers wanted to do at the same time. Everyone that does b2b needs backoffice integration - sure you could write the whole thing yourself with your internal IT dept but that would require knowledge of message queuing and workflow technologies... easier just to buy from some "expert", and since the pitch goes to the senior management (vs the techies) the best marketer wins. Actually I sold my rambus, mostly because I had no clue as to how to value the company. The day I sold it opened at 116 and I sold at the low of the day for 112, which was still great considering I bought at 90 10 days before. I'm actually thinking of getting back in, unless webm falls a bunch more and then I'll put my money here because I feel more comfortable with software.