Manugistics, Inc. (MANU) Message Board

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Technology Stocks : Manugistics, Inc. (MANU)

MANU 15.58

+2.0%

Dec 18 3:59 PM EST

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To: John D. White who wrote (1229)	4/7/1999 5:38:00 PM
From: Doughboy	Read Replies (2) of 1670

I just read the report, but it's hard to figure. The consensus estimate was a 50 cent loss, but that was not realistic given the fact that some analysts still had their estimates sitting at a loss of 8 cents even after management guided it well below that. So I think a 73 cent loss is not a shocking development (several analysts were expecting worse than 75 cents). Overall revenue loss was about 33%, with a 67% loss in licensing revenue. That's bad. And then there is the statement that the SEC has inquired about the write-offs from the PRO-mira acquisition. That can't be a positive. Shareholder equity was cut in half. Overall, this whole thing is such a disaster I think the key will be how management sells it. If they say, "We've turned the corner," the price should stabilize. If they say, "We face some tough quarters ahead," the repo-men will be at their doors. Doughboy.

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