Manugistics, Inc. (MANU) Message Board

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Technology Stocks : Manugistics, Inc. (MANU)

MANU 15.45

-1.4%

12:27 PM EST

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To: Jerome A. Johnson who started this subject	3/12/2001 10:19:01 AM
From: bob zagorin	of 1670

SAN FRANCISCO, March 12 /PRNewswire/ -- The following is being issued by Robertson Stephens: March 12, 2001 Initiation of Coverage: Manugistics Group, Inc. (Nasdaq: MANU) $23.00 Long-Term Attractive Eric Upin, Business-to-Business eCommerce "We are initiating coverage on Manugistics with a Long-Term Attractive rating," said Upin. "As the number two player in the supply chain management space, Manugistics has staged a major turnaround over the last 18 months -- bouncing back from a period of declining market share and four straight unprofitable quarters in FY1999. As a competitive alternative to i2 with accelerating financial and operating metrics, we believe Manugistics is increasingly well positioned to gain market share and to self-fund increasingly profitable growth moving forward. We believe Manugistics represents an interesting investment opportunity for the following reasons: (1) it represents a direct play on one of the highest growth areas of B2B, (2) right product, right (4) forward-looking strategic and (5) improving financial metrics. With that said, we are initiating coverage with a Long-Term Attractive rating because we believe the company faces a number of risks including (1) management's ability to scale the model as it attempts to move from turnaround story to durable business software company, (2) significant IT retrenchment, and (3) valuation compression."

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