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Technology Stocks : Manugistics, Inc. (MANU)
MANU 15.75+2.3%Dec 11 3:59 PM EST

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To: Chuzzlewit who wrote (915)9/11/1998 6:25:00 PM
From: Melissa McAuliffe   of 1670
 
Chuzz, I'm too busy reading the Starr report to get into trouble. It's definitely interesting. Far better than those romance novels you read.<g>

Re: the sector in general....I think Michelle is a better person to ask about this.

Re: MANU. I don't know how long it will take to fix the problems here because I don't really know exactly what the problems are. If they're sales execution problems....maybe fixable...But those types of problems are often times a result of something else. Could be weak sales force....competitive issues, etc. Could be that it was an easy sale before there was competition. I just don't know. But I'm not so sure it's a quick fix. I tend toward thinking things are always worse than a company says they are. And that's worked well for me to date. I guess my bottom line is that I have a problem with any company that I don't feel is being totally honest. In many ways, I think manu potentially misled investors last quarter with the way they explained that quarter's performance.

So I guess I'd just be careful here.

I'm still trying to get a # for the cc. Anyone????

Melissa
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