Amazon.com, Inc. (AMZN) Message Board

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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 234.46

-1.7%

12:05 PM EST

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To: GST who wrote (140553)	3/18/2002 2:04:30 PM
From: Lizzie Tudor	Read Replies (1) of 164685

I think tech is due for a pullback -- including manu and the rest. Careful shorting though, manu reports in 8 days and like in December, has the potential to set the tone for the enterprise app companies. Fundamentally manu business is stronger than during the bubble. And, the manu balance sheet is weak which has always depressed the stock. If the revenues look to be exploding to the upside the financials will look less daunting and then the stock could rally on that issue alone. I know manugistics and just for giggles I do a search on manu to see what other posters are saying about the company. The conclusion I have come to is - manugistics software is too specialized for the general investment community to decipher. For example somebody thinks manu and retk are in the same space, because both do demand planning. Manu's hot products right now are 1) logistics (TMTA) transportation management, 2) EPO suite - target pricing. L

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