Manugistics, Inc. (MANU) Message Board

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Technology Stocks : Manugistics, Inc. (MANU)

MANU 15.40

-2.4%

Dec 12 9:30 AM EST

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To: Panita who wrote (897)	9/11/1998 10:18:00 AM
From: growthvalue	Read Replies (1) of 1670

"As more companies realize the strategic importance of supply chain management, deal sizes are increasing with a resulting extension of the sales cycle. In addition, we believe that new vendors entering the market and Year 2000 issues have distracted a few prospects." Who are these "new vendors" entering the market? Are they referring to SAP? If Y2K is affecting MANU, it's effect is likely to hit a lot of enterprise software vendors. It may be one of the reasons ORCL's application revenue sucked too. GV

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