Supply Chain Management Software Message Board

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Technology Stocks : Supply Chain Management Software

MANU 16.71

+2.0%

10:13 AM EST

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To: felix who wrote (50)	7/31/1997 8:02:00 PM
From: LarryS	of 86

Supply Chain Management Software is pretty specialized, and the companies they sell their product to desire a specialized product, not necessarily a seller of all sorts of software with a weak SCM software package thrown in. If the big boys get involved they might buy one of these companies to get their foot in the door, might be cheaper that way than starting from behind and from scratch. If you have been checking out SCM watch out for Manu. It has had good news but delution is a foot and insiders are selling. Itwo just captured a very large order, but is very expensive. Take what I say with a grain of salt because I am strong for Amswa... but stock is cheap, offers high quality goods and will probably double within six months and maybe more if visibility is increased or momentum players get involved (I think both are about to happen). They will announce earnings in late August.

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