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Technology Stocks : i2 Technologies

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To: Shane M who wrote (1029)	11/19/1998 10:08:00 PM
From: Shane M	Read Replies (1) of 2339

Thread, Was wanting to throw this out there. Manugistics MANU seems to be in trouble. I've seen several mentions of a MANU buyout. Everybody in ERP has been mentioned as a possible suitor as has ITWO. Michelle, I've seen you mention you'd like to see ITWO and MANU merge. Does anyone have comments pro/con concerning an ITWO/MANU merger? I doesn't seem that MANU is successfully competing against i2 currently, and am unsure of what benefits such a merger would bring to i2 other than 1) increasing market share fast, and 2) removing a potential future competitor from the playing field. Does a merger with MANU make sense, and if so, at what price? I certainly don't want ITWO to pay too much for what I percieve to be a dying competitor. In particular, what does MANU do well that i2 doesn't? Thanks for any comments. Shane

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