Manugistics, Inc. (MANU) Message Board

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Technology Stocks : Manugistics, Inc. (MANU)

MANU 17.17

+3.4%

Jan 23 9:30 AM EST

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To: Jerome A. Johnson who wrote ()	5/28/1998 12:06:00 AM
From: Scott Kessler	Read Replies (1) of 1670

I'm feeling ambivalent about MANU right now. On one hand, I'm extremely aggravated w/ the company for mismanaging its orders and obviously divulging sensitive info to its favorite analyst at BT Alex. Brown before anyone else (including s/hs). On the other hand, the company has reaffirmed that it will meet current street growth rate estimates and blowing one quarter (maybe two) is not the end of the world for long-term holders. Yes -- I didn't enjoy the 60% value evaporation caused by the company, but I doubled down and am hopeful that once the company releases earnings and can talk up its future prospects our MANU ship will be righted. Short-term I can see the last of the mo-mo investors and the non-believers taking cover, but I'm confident that MANU's products are in high demand and the company will capitalize on its obvious strengths. If the company doesn't do so -- someone else surely will.

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