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Technology Stocks : Manugistics, Inc. (MANU)
MANU 15.52-0.9%Dec 8 3:59 PM EST

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To: Lizzie Tudor who wrote (874)9/9/1998 10:18:00 AM
From: MU Lation  Read Replies (1) of 1670
 
Michelle,

Im not familiar with the Catp announcement that you refer to, but PSFT just came out and said that earnings and margins are on track and that Y2K is not an issue yet. I talked with a friend who works at JD Edwards yesterday, and he says business is booming due to businesses completely retooling prior to 2000. So, I guess, Im not seeing things as negatively as you at this point in time. Im long PSFT and ITWO and will continue to be until either or both come out and announce negative news or earnings.

Regards,

MU
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