Manugistics, Inc. (MANU) Message Board

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Technology Stocks : Manugistics, Inc. (MANU)

MANU 15.23

+0.2%

Dec 16 3:59 PM EST

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To: bob zagorin who wrote (1403)	1/26/2000 12:10:00 PM
From: pragat	Read Replies (1) of 1670

Bob-- It sounds like MANU is pursuing the right strategy: online marketplace for B2B. The value of business transactions (B2B) according to Forrester will be $1.3 trillion in 2003. The analyst community (such as Gartner or IDC) may have revised estimates. The bottomline: the market opportunity is huge, and many companies will stand to benefit. Supply Chain is one of the key components in creating a B2B online marketplace. I agree with the recent Forbes writeup, MANU is in the right space. The XML component sounds very interesting. I'm not sure if MANU is part of some wider efforts (OASIS, Rosettanet, and so on). WebMethods seems to have embraced Rosettanet. Anyway, if MANU can leverage their current base, and execute on their new B2B strategies to create value for their existing and new customers, it will be a strategic investment.

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