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To: GST who wrote (138940)	2/9/2002 11:19:04 AM
From: 10K a day	Read Replies (1) \| Respond to of 164687

No Mawhn. I don't think the market gives a rats ass about Bin Laden. .. that's old news.... He has no effect on anybody except Georgie Boy Looks like a Dude swinging at windmills now... (powered by redhat) -g-

To: GST who wrote (138940)	2/9/2002 12:17:14 PM
From: H James Morris	Read Replies (1) \| Respond to of 164687

Sorry, MANH. siliconinvestor.com

To: GST who wrote (138940)	2/9/2002 1:13:27 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164687

manh = manhattan associates This is a warehouse management vendor, outbound logistics, an overlooked but strategic area with a lot of fragmentation. The big ERP players SAP ORCL and PSFT go up to the warehouse but stop there. The WMS space has all these little guys and manh is the biggest of the small fish. The reason for the fragmentation is all the variance in warehouses - example a refridgerated wh requires a different package, if you have 2 doors vs. one that matters etc. Its hard to come up with a "general solution". I don't own manh but I like it, I like manugistics a little more though and am trying to concentrate on a few names here. Manh and manu are similar plays in terms of mkt space though - if no capex for one the other won't grow either. L