Manugistics, Inc. (MANU) Message Board

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Technology Stocks : Manugistics, Inc. (MANU)

MANU 17.34

+2.1%

Feb 6 9:30 AM EST

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To: Bobo who wrote (648)	5/24/1998 10:25:00 PM
From: Big Sky	Read Replies (1) of 1670

Thanks for your thoughtful response and analysis of the DCB opportunity with MANU. I especially liked your three examples....three that I personally considered adding to my portfolios when they lost favor, but didn't. Didn't feel confident that I could discern between a potential DCB and when I'd be catching a "falling knife". I guess I feel comfortable that 29 is a decent entry point for a partial MANU position and look forward to buying more below 25. Can't see it going lower than 20 and by the time we see another rotation into Enterprise SW stocks, MANU will hopefully have their problems behind them. At least MANU's problems don't seem to be related to product quality or customer satisfaction. In contrast to the SEBL/VNTV/CLFY front office discussion threads, customer satisfaction doesn't seem to be that much of an issue in the SCM market place.....at least in the contest between ITWO and MANU. Probably because the SCM market isn't yet as overcrowded as the front office market.

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