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To: GST who wrote (136397)1/2/2002 12:39:27 AM
From: Bill Harmond  Read Replies (1) | Respond to of 164685
 
>> am also on the lookout for "hot" supply chain companies.

Did Manugistics execute badly? Don't think so.



To: GST who wrote (136397)1/2/2002 12:48:03 AM
From: Mark Fowler  Read Replies (1) | Respond to of 164685
 
No you didn't piss me off and yes Infa could be one to watch. Here's a good explaination of the problem of gathering Information and pulling it together.
forbes.com



To: GST who wrote (136397)1/2/2002 9:36:55 PM
From: H James Morris  Read Replies (2) | Respond to of 164685
 
>>I am also on the lookout for "hot" supply chain companies.<<
Gst, there's Manu which peaked at $130 Nov 7 2000, but then 2:1 split Dec 8th 2000 going down to $65.
Since then it collapsed to $5, now its back to over $20.
Did you know my former professor is the Guru of supply chain?
Yup, he's now 85, and I had the pleasure to have lunch with him again over the Xmas holidays.
Btw
His latest venture was logistics.com


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