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Technology Stocks : Manugistics, Inc. (MANU)
MANU 15.47-1.2%10:44 AM EST
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To: Pravin Kumar who wrote (1634)4/19/2001 4:14:45 PM
From: bob zagorin   of 1670
 
all good points. amazing how quickly I2 has fallen out of favor and MANU is becoming a favorite. i like MANU's price optimization solution as a differentiated ROI offering.

also, the SCM effect has helped some cos. avoid massive inventory problems and this could spur sales going forward. as well, the widespread use of these apps, while accelerating the slowdown, can also accelerate the pickup and may be one factor as some CEOs are now citing firming and some visibility going forward. all JMHO.
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