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Strategies & Market Trends : India Coffee House

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To: Mohan Marette who wrote (84)	3/30/1998 2:31:00 PM
From: Shivram Hala	Read Replies (3) of 12475

Mohan, i2 and manu are in the same line of business. PSFT, SAPHY, amd BAAN are in the same line of business namely, ERP. PSFT led me to buy MANU. I bought and sold psft the same day so I could buy manu at 35 3/4. PSFT's major strength is the human Resources modules. I followed the company from 37 but didn't have the moola to jump. Even at this price I'm looking to get in for the long haul. I'm not sure if I heard anything about any ailment to sidhu, but i think ken sharma is capable. Remember both of them started i2 in their garage. Silicon India has an article on him and not on ken sharma (I wonder why). i2 is expanding rapidly and I think both i2 and manu will continue to do so.

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