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

To: Lizzie Tudor who wrote (103)	7/26/2000 9:51:51 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 161

Anybody intestested in this stock should listen to this call, biz.yahoo.com One thing I didn't like was, profitability way too far out. The interviewee is the COO and he referred to webm as an emerging gorilla.. heh.. I better inform the "gorilla game police" - according to the GG thread here webm is no gorilla - lol.

To: Lizzie Tudor who wrote (103)	7/27/2000 10:16:12 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 161

Hi Lizzie, Sorry for the late response, I had to leave right after I posted to you. The CEO of the company was on CNBC this morning and he addressed the lock up, but only in generic terms. He did say that their software products are "renewed" every two years. I'm not quite sure what that means. Are they renting their software? There is a lot of general skepticism right now about the I -commerce model right now, as evidenced by the AMZN downgrades. I think the enablers are still the place to be and WEBM seems to fit that category. The CEO even called themselves "plumbers" this morning. I continue to watch this company, but I agree with you that it will probably trade well below 100 in the near term, so I'm continuing to watch the stock movement for clues as to entry points. RMBS has a big gap to fill in the 50's so I think the smart money has been short since the last run to the $110 level. bp