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 15.52-0.9%Dec 8 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Panita who wrote (920)9/12/1998 4:59:00 PM
From: Lizzie Tudor   of 1670
 
Panita, yeah you should call Bill Gibson and tell him he owes you a case of champagne over this fiasco....

This is the second time theyve done that... surprise! earnings here they come, oh and they arent too good whoops!

All kidding aside though, I really think things were good for this company and others in the sector though about June, in July weakness started to show up for manu at least, not all enterprise sw companies but some Im sure started to see weakness in July. I just dont know what the future looks like now... as Ive said if this is y2k related its going to be rough waters for another year. Both manu and I2 were big time acquisition bait about 5 months ago but not now I fear because all the acquirers currency has been devalued.

I think Manu is such a small piece of enterprise software and I think its a whole sector problem so Im looking at Oracle for a read on things (and maybe Sap once we get their numbers). Once one of these bellwethers shows some meaningful improvement then Ill have something to smile about again.

Bill Gibson - Im going to tell Oracle to put you up in the hotel room across the street from Larrys helicopter pad the next time you come out to Ca. Chop,chop,chop all night long.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext