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Technology Stocks : Manugistics, Inc. (MANU)
MANU 15.86-1.0%Dec 26 9:30 AM EST
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To: Jay Rommel who wrote (803)7/9/1998 2:58:00 PM
From: Lizzie Tudor  Read Replies (2) of 1670
 
I think I2 is just displaying its regular pattern... rise to new high before earnings, then fall back a little after earnings, then retest highs 2 weeks later. Thats what I2 has done in the past, I see no reason for it to change now since I know the SCM market is exploding.

For Manu, all I can guess is that the analysts are finally beginning to realize that Manu's problems last qtr really were related to growth (vs. the cockroach theory that most analysts believe) - I think Manu's problems were a temporary blip. The Nokia win was really great for Manu! Someone on yahoo said Manu got Nokia due to pricing sensitivity. I dont agree - the Nokia win was tremendous for Manu. I come from Oracle Apps and pricing never helped us against Sap. I dont care if Manu gave their product away, customers wont implement unless they are satisfied with the approach. Also Nokia will be a great reference acct for the discrete mfg product line, since it is an international concern. Does anybody know what the Nokia erp is - I assume Sap.

I think Manu will report some earnings on 9/22, in the single digits but that would be great, considering all the infrastruture investments they are making.
Michelle
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