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Technology Stocks : Manugistics, Inc. (MANU)
MANU 16.91+1.9%3:13 PM EST

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To: Lizzie Tudor who wrote (728)6/2/1998 2:32:00 PM
From: Tom Kearney  Read Replies (1) of 1670
 
Michelle -

You appear pretty knowledgeable about the enterprise software business. I keep reading analysis that the Fortune 1000 companies are saturated as a customer base for these companies. In my, admittedly limited, experience in this area, I don't see this AT ALL! e.g. I have a brother at a Fortune 100 manufacturer where they are just starting a $500M, 5 year project w/ SAP.

What's your opinion about this, if you'd care to share.

Best regards,
Tom
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