Manugistics, Inc. (MANU) Message Board

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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: bob zagorin who wrote (1177)	1/19/1999 9:03:00 PM
From: Adam Nash	Read Replies (1) of 1670

My theory is that the offers that companies made after getting a closer look at MANU were below the inflated share price. The share price was inflated because of the takeover rumors, ironically. Management decided to build value first before selling. Of course, if they succeed, then they may not ever sell. IBM announced a deal today to bundle Oracle enterprise applications. They also announced an initiative backing SCM in general, with i2 and Manu listed. The way to tell if any of the companies looking at Manu are serious is to look for partnerships and alliances in the coming months. If they are not there, then suitors were just looking for the kill, not for value. The big ? now is can MANU sales recover from this slow motion PR disaster. My bet is yes, but not quickly. I expect the next 9-12 months to be hard ones for MANU, but of course I am biased. I lived/worked through the AAPL turnaround ;-)

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