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

To: Bob Kim who wrote (112)	8/8/2000 1:18:38 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 161

I have one block that I bought in the 120s, that was when software overall was higher, after the ariba numbers remember? Then cmrc etc. fell back and at that time I thought webm might hit 70s during lockup exp. That might be too low. 80s would be good. We really need this technology and this is the leader right now. The only real threat to webm being #1 in b2bi is if cmrc or ariba decide the biz is so lucrative they want in, then they could buy one of the many startups competing for share. There are like 20 startups trying to get in, its amazing, some of them have pretty good tech. Webm acquired the best EAI player, active. But webm is in at all the big customers so it might be too late. Webm will grow at any rate. Heres some startups competing, electroneconomy.com perfect.com modeln.com extricity.com Then BEA released a PR about an "integration server" J2EE about a week ago. Someone told me that is vaporware though.