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To: Mark Fowler who wrote (115332)1/15/2001 2:21:52 PM
From: H James Morris  Read Replies (3) | Respond to of 164684
 
>I like the sectors that are beaten down lot's of deals in networking,internet, semis,
Mark, that's what I've been doing for the last several days...looking for the same as you.
>Manu peg at 10 and longterm chart turning down
I sold Manu at the end of last year...My post was not about Manu it was about ITWO.
>But being "a solid No. 2 to i2" means Manugistics "has got an 800 pound gorilla they're fighting," Morningstar's Bernier says,"I2 is a far better company by every measure you can gauge." Profit margins are better at i2 and revenues are almost five times those of Manugistics. Not only that, but i2 also is growing faster -- 125 percent last year against 96 percent for Manugistics.