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Technology Stocks : Agile Software Corp- ( AGIL) -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (560)	8/14/2001 12:28:27 PM
From: telecomguy	Respond to of 570

Hi Bob....seem to be running into you quite often these days! I am looking at AGIL carefully right now having been burned in the CRM space with DTEC (delano). AGIL did I believe 22 million in the last qtr with 16 million coming from license and the other 8 million from existing customer base enhancement/upgrade/maintenance? They seem to be quite under-valued at $11+ per share. Are they an absolute market leader in their space? Who are their main competitor? IBM, SAP, SEIBEL??? Have they annouced any restructuring plans to reduce their overhead to allow them to make profit at low 20 million+/qtr in revenue or are they still aggressively going after market share/revenue growth with the hope that the demand will resume in the IT/enterprise sector? Any info and your personal recommendation as to whether AGIL is a good investment would be well appreciated. (heavily into the semis & biotechs right now but want to start getting into software -- especially in new space like collaborative/CRM/web enabling types -- and possibly optical component/testing in the metro product niche..already have invested into EXFO and STLW recently)

To: bob zagorin who wrote (560)	8/14/2001 12:36:31 PM
From: telecomguy	Read Replies (1) \| Respond to of 570

Just found this in the recent 10Q filing; Surely this does not imply that AGIL is going to grant 2.5 million options PER employee (wonder what the strike price will be?). "To approve an increase in the maximum aggregate number of shares of Common Stock authorized for issuance under the Company's 1995 Stock Option Plan by 4,000,000 shares and to approve the grant limit of 2,500,000 shares per employee per fiscal year" Is this what is potentially supressing the stock price? I am not in favor of repricing or granting new options especially in light of the current market condition when employment opportunities are very bad and companies should not have to offer sweetners to keep them. Maybe I am misunderstanding this filing.....please anyone, post if you have any insight into this. Also I see that they are increasing the potential float from 100 million to 200 million shares....again, are they looking to do acquisition? Seems like bad timing considering their share price....