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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: RobertHChaney who wrote (10551)	2/18/2002 1:49:35 PM
From: Lizzie Tudor	Respond to of 57684

re: agil Well they only did 18mm in revs which is pretty terrible - the initial buzz was that they were getting their clock cleaned by MONE, since MONE signed with IBM. MONE did 31mm in revs for their last quarter and preannounced the same for next q (almost double agil). Then I looked at the numbers and agil did about 10mm in license revenue vs. mone's 13.5. Big deal, mone has a larger installed base. My only explanation for the poor performance of these PDM stocks is that they sell into a pure manufacturing and tech environment, vs. the supply chains like MANU which go into retail, foods etc. So I guess I won't buy agile until the book to bill is decidedly upbeat. I don't think MONE is better than agil but I don't have much experience with mone, they are not local to me where agil is. Lizzie