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Technology Stocks : Manugistics, Inc. (MANU)
MANU 15.67-0.2%Dec 5 9:30 AM EST

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To: LoLoLoLita who wrote (930)9/16/1998 1:53:00 PM
From: Lizzie Tudor  Read Replies (1) of 1670
 
I just feel that people need to give the mgmt of these small enterprise software companies a break. Im referring to the comments about not caring about shareholders etc. First of all with any of these smaller players they lose one or 2 deals and thats it, they miss. Everybody knows when they lose the deal, the competition, the customer, analysts, everybody. And often this happens at the eleventh hour too. As Ive said it also appears Manu has some inexperienced mgmt (not referring to Gibson here) and they may have made some mistakes in judging how to handle revenue in the past. Keep in mind SCM is the hardest of the enterprise apps to gauge strategically - youve got the y2k and saturation problems present for the other spaces, and then the added complexity of the ERPs creating all kinds of noise around the space. Im not forgiving Manu mgmt I just doubt all these problems are evidence of lack of concern regarding the shareholders.

Michelle
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