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Technology Stocks : Manugistics, Inc. (MANU)
MANU 17.54+1.1%Feb 9 3:59 PM EST

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To: kech who wrote (570)5/21/1998 12:19:00 PM
From: Clam Clam  Read Replies (2) of 1670
 
I haven't spoken to the analyst but you have to wonder about a comment like "they might not make earnings expectations for this quarter" when the quarter still has 10 days left in it. Software companies do most of their revenues in the last 3-5 days so this is quite a speculative assessment. MANU is in the quiet period so they can't respond for another month. There must be more to it than that as Alex Brown would be awful irresponsible for a lame duck analysis like "they might not make the quarter" when the management team doesn't even know if they are going to make the quarter yet. They might be right about the quarter but some substance would be nice. Last I heard, the pipeline was full and they had yet to use any price discounting to win deals.
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