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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (1226)	1/25/2000 9:03:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 1817

tekboy, If Manugistics is successful in their turn-around effort, it could be a killer stock. As a comparable example, take a look at Clarify's stock during the last three years. It, like i2, fell on severely hard times and attempted (successfully) a comeback. The hard times prevented them from ever becoming the leader in their industry (the front office software biz), but the stock would have been a great one to own because of the turn-around situation. You get to decide if Manugisitics has the same realistic potential. --Mike Buckley

To: tekboy who wrote (1226)	1/25/2000 10:14:00 PM
From: AMF	Read Replies (1) \| Respond to of 1817

Interesting post from Yahoo board. "Lots of noise, few logical observations by: exploringsomefiords 1/25/00 5:37 pm Msg: 108963 of 109780 40% of the handsets in the world are sold during the calendar fourth quarter, i.e. during the December quarter. Handset sales NORMALLY decline during the March period. Last year, however, when the CDMA market was much smaller, the seasonality was hidden by the start-up of Japan and continued roll-out of PCS and 800mhz in the U.S. Qualcomm is simply pointing out that, given the enlarged overall market, and the lack of a major new geographic offset during the period, NORMAL cellular seasonality will prevail. The issue is exacerbated, to some extent, by the continued component shortage (also discussed by Motorola). What you bright-boy shorts seem to miss is that seasons pass and component shortages go away. Moreover, the Street understands the business' inherent nature, so the aftermarket selling is being done by uninformed day traders 'investing' by sound-bite. You also seem to be missing the pro-forma $177mm in royalties, which should put the company in the ball park of $750mm for the year (substantially ahead of current expectations). Stupid is as stupid does."