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

To: Lizzie Tudor who wrote (99)	7/20/2000 10:04:01 AM
From: MulhollandDrive	Respond to of 161

Hi Lizzie, Thank you for posting your ideas on WEBM. I sold my ARBA quite a while ago, so currently my portfolio has a "hole" in the B2B space. Actually I'm looking at CMRC again too. I thought the earnings report looked great and I think getting the stock anywhere in the mid to high 50's is a buy. As Sam said, it's really tough to factor in the lock up of a hot company in a hot sector. The lock up release is probably already factored in and as I'm sure you well know the market often behaves counter-intuitively, so if everyone is talking about holding off for the lock up expiration, it may well be a smart move to take at least a partial position before. Thanks again for your input on WEBM, I'm pretty well convinced that it's a good speculative buy on any dips. bp

To: Lizzie Tudor who wrote (99)	7/26/2000 6:47:55 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 161

60% increase in license revenues over last quarter. Revenue growth is great for a company of this size but analysts will likely focus on increased losses - however, active achieved profitability on a slower growth rate. All my other software declined after earnings so I expect this one will too especially with a lockup coming, "When people like Ariba and Commerce One need to connect different trading partners, they often bring in webMethods to build that technology," said David Hilal, an analyst with Friedman Billings Ramsey . "The Street doesn't view them as a competitor, but instead as complementary." (Hilal rates webMethods a buy, and his firm was a co-manager on the company's IPO.) Hilal expects webMethods revenue to come in at about $11.3 million. thestreet.com An interesting article, cbs.marketwatch.com