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Technology Stocks : Manugistics, Inc. (MANU)
MANU 15.91-1.0%3:59 PM EST

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To: seth thomas who wrote (766)6/10/1998 8:42:00 PM
From: Lizzie Tudor  Read Replies (1) of 1670
 
Steve, there is no clarify vs. vantive here. There is only Manu vs. Sap vaporware. Its not like Logility is going to come out of the blue and steal these accts away from Manu because Manu can't execute. I2 vs. Manu hardly ever occurs (in fact, I don't think Ive ever seen it).

Why dont you or Amsterdam comment on these miscalculations as they reflect on the exec staff. Thats what I don't understand. Is this a sign that Gibson is completely incompetent, or purely a reflection on the CFO, or is it so hard to manage hypergrowth like this that lots of good CEOs stumble. Situations like this come up from time to time, but this really seems like Gibson took his eye off the ball.
Michelle
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