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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (48057)	8/7/2000 2:27:19 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 63513

Tibx, webm, vitr and beas all play in the backoffice xml workflow space which is exploding right now. Here are the startup companies trying to hit that sector which are not public (I will just list a few), extricity.com modeln.com netfish.com merant.com ajuba.com electroneconomy.com EDI and workflow converge in e-business tools nwfusion.com As soon as we get a little consolidation then the adoption phase will start and it has to follow arba/c1 growth curve because this is the logical extension of that. So next year, software will be the place to be. Right now my guess is webm will win this but beas is a heavy condender. The problem with beas is that it is diversified like vignette and their current core technology weblogic server might flatten out and then you won't get the same appreciation in the stock. But beas is talking to a few of these startups to acquire and their infrastructure has the size and maturity to force a standard where modeln, etc. have no chance of that.

To: Jorj X Mckie who wrote (48057)	8/7/2000 2:55:27 PM
From: Sarkie	Read Replies (1) \| Respond to of 63513

It's sandintoes son.

To: Jorj X Mckie who wrote (48057)	8/7/2000 3:04:43 PM
From: Sarkie	Read Replies (1) \| Respond to of 63513

F I N A L $.$.$~ NAZ Wild Ass Guesses - August 7, 2000 ~$.$.$ 3725 JXM 3842 Sarkie 3860 arno 3900 SmoothSail 3922 dawg 3950 OG 3866.50 Average Consensus 6 Participants