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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (11403)	5/8/2002 2:04:16 PM
From: Lizzie Tudor	Read Replies (1) of 57684

I would buy itwo and manu, equally weighted. This is if you want the biggest bang for your buck- SCM with its high price tag was clobbered almost more than anybody in software, and yet its the sector with the most growth potential since the internet changed the landscape so much. Manu selling less than 3x sales and they are exceeding license rev targets to the upside by 50%. (I know they were downgraded yesterday but I'm ignoring that as a sector thing, see- Message 17437356 CRM really isn't a different animal thanks to the internet - while SCM IS. So with sebl you would play a general recovery in software much more- of course Tom might buy his way into the extended enterprise with a supply chain vendor and then he would probably take the space. The other high flyers of the past- beas etc. I just don't like anymore. They might win or lose but for me its down to i2,manu and sebl with manu as the most speculative. On a general note this CEO Owens that they have at Manu is the best I've seen since Tom. He took Manu when it was left for dead in 2000 and revised the company, both with products (he invented a space EPO) and a salesforce. Thats why I like manu so much better than i2. L

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