Manugistics, Inc. (MANU) Message Board

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Technology Stocks : Manugistics, Inc. (MANU)

MANU 15.58

+2.0%

3:59 PM EST

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To: Craig Kaltner who wrote (1329)	9/7/1999 2:54:00 PM
From: Adam Nash	Read Replies (1) of 1670

Sorry to be the bearer of bad news, but i2 has been on a tear. Last year, i2 and Manugistics both suffered over the summer and ended up at basically the same price - $11/s. Now it is almost one year later, and i2 is up 200%. Manugistics is up... barely. Thought about going long MANU several times over the past year, but ERP is extremely unforgiving towards vendors that are not perceived as leaders. i2 and Siebel are clearly hot properties right now. Oracle continues to amaze as well. New players like e.Piphany and Ariba will continue to get more attention, while some of the older school players will fade from coverage.

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