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

To: Robert New who wrote (154)	4/5/2001 1:42:03 PM
From: John F Beule	Respond to of 161

Thanks Robert for your response. I agree with storage, and I am looking to average down my current holdings WIND, NTAP, SNDK, and RNWK. I too would like to own SEBL, but the way the market is re-evaluating the FA, I have to believe I can buy it at 5x's sales at a minimum. Long term, I can see only companies with positive net CF and very little debt surviving this shakeout. Today's action looks like another head-fake to me, and IMO, will wait to see a re-test of recently hit new lows. Thanks again, John

To: Robert New who wrote (154)	4/14/2001 7:22:37 PM
From: Glenn Petersen	Respond to of 161

From Mark Veverka's "Plugged In" column in the April 16 issue of Barron's: "...software industry sources say Hewlett-Packard has been especially busy, kicking the tires of various middleware companies, especially those selling enterprise application integration software. In particular, H-P has been looking at SeeBeyond Technology and web-Methods, a maker of both business-to-business Internet software and EAI software, software industry sources say. "H-P, which already has a relationship with webMethods, has held exploratory buyout negotiations with the Virginia-based company, these sources say. Telephone calls to webMethods Chief Executive Phillip Merrick were not returned before press time."