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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (11313)	5/4/2002 6:49:38 PM
From: Lizzie Tudor	Read Replies (4) of 57684

The market is currently still ignoring good news from the likes of Manugistics, I learned during this period that you can't have one fat-and-happy (software) vendor in a starving sector. Thats why I sold a little manu this week to buy I2. That was what was so great about the dot coms- the minute ebay or amazon achieved brand status the whole world was online and that was it for the competition. Software not like that, manu still has to scale into key accounts with their product and in some cases, I2 is already there. L

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