SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Manugistics, Inc. (MANU)
MANU 17.34+2.1%Feb 6 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jtechkid who wrote (581)5/21/1998 6:45:00 PM
From: Clam Clam  Read Replies (1) of 1670
 
>>its very strange that they will take a loss since dso were down dramatically last quarter and revenues will be up substantial this quarter.

This is obviously a sales pipeline mangagement misexecution. I agree with you that the DSO decrease last quarter and revenue blowout seemed to indicate that they should have been able to guide analysts to a beatable estimate. They had added a lot of reps to set them up for big growth this year and that depressed their margin last quarter. The stock is a very attractive acquisition candidate for Baan or Peoplesoft. Other than that, strap on your seatbelt as this ain't gonna be fun.

Hey all you Morgan Stanley investment bankers out there, time to start preparing those M&A pitches. Time to get paid....

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext