Manugistics, Inc. (MANU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Manugistics, Inc. (MANU)

MANU 17.34

+2.1%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Clam Clam who wrote (586)	5/22/1998 12:18:00 AM
From: Stewart M. Swenson	Read Replies (2) of 1670

CLAM, you said "Sell the company to Peoplesoft please". Surely you jest, if PSFT has been integrating RedPepper for the the past two years, where does MANU fit into this? I believe that the SCM market will be a gorilla game over the next 2-5 years, but possibly the Y2K thing will cut into the near-term (12-18 months) growth as companies reallocate resources and budget $s to deal with Y2K. I also believe that the HR and ERP vendors will be less impacted by the Y2K budget adjustments. HR and financial systems are less likely to be delayed than SCM software implementations due to their more everyday business critical nature, IMO. I would appreciate your thoughts.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next