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Strategies & Market Trends : India Coffee House

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To: Mohan Marette who wrote (929)	5/27/1998 4:31:00 PM
From: Shivram Hala	Read Replies (2) of 12475

Not yet, but am mulling the prospects. ITWO and MANU I think will dominate for a year or so. Right not the ERP vendors are incorporating SCMs and they know that there'a lot of moolah in that. I2 and MANU have to maintain their leadership. Right now I haven't done any research for the last 1 1/2 months. I hope to do so soon. I'll be watching MANU for some time since I will be definitely looking to get into this. Right now I'm thinking of pulling out of the stock market and see how things stand in a few months. It looks like there's going to be weakness for some time. Shiv.

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