Manugistics, Inc. (MANU) Message Board

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Technology Stocks : Manugistics, Inc. (MANU)

MANU 17.13

+0.9%

12:56 PM EST

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To: Jerome A. Johnson who wrote ()	5/25/1998 8:52:00 PM
From: Willie C.	Read Replies (2) of 1670

To All I have invested in this company based on product research and a Long view position. Management has demonstrated clear leadership in SCM technology and market development. I presently hold about 500 shares at an averaged cost of 57. This was done knowing that continued performance was critical to this value. Unfortunately I under estimated the impact of this performance on others i.e. speculators and their bias. In an attempt to understand management from both the Long and the Short view, would it be reasonable to state that the Long view of management remains solid based on business performance (tech. and market development) while Shorts view management as having failed significantly (securities strategy) to the point that some have suggested the possibility of lawsuits regarding insider information. Before I re-enter the market in an attempt of average down I would like more of the Shorts perspective on recent management actions and their long term effect on the market. Assuming there are no crystal balls and only a few brass, I would appreciate any opinion based on relative factual data regarding Manugistics. 1. CEO and CFO stock trading after fourth quarter squeeze to a major upside. Are trades of this nature typical two plus million for CEO and two-thirds of CFO's position? 2. Criticism has been posted regarding managements decisions not to leave reserves for first quarter with their knowledge of the present cost of expansion and consequent effect on earnings. Can a company withhold or defer earnings in a Q-report? 3. In regards to the close nature of A.Brown and C. Mortensen to Manugistics. What information is management allowed to provide to outside sources i.e. fund managers, money managers, market makers? These managers often state how up close they get with management before taking a position with their money. Are there windows of time in which dialog must remain closed "quiet time"? 3. Have lawsuits come from violations of these SEC laws? Who generally files these actions and what effect can one expect on the stock while the suit is pending? One last question of a general nature. How are contracts typically negotiated with licensee's of SCM software? Are payments phased in over a period from signing to full implementation and what would be the expected time frame for a company say the size of McDonalds? Thanks in Advance W.C.

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