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To: GST who wrote (140553)	3/14/2002 10:02:13 AM
From: H James Morris	Read Replies (1) \| Respond to of 164685

That's why INFY trades at $65 ps. >>In India, for example, an employer could hire 14 software developers for the equivalent of one U.S. professional's salary, according to a study by META Group research fellow Howard Rubin<< Btw INFY during the bubble traded at $300 ps. seattletimes.nwsource.com siliconinvestor.com

To: GST who wrote (140553)	3/14/2002 1:21:37 PM
From: H James Morris	Read Replies (1) \| Respond to of 164685

March 14, 2002 Qualcomm director sells third of stake Qualcomm director Neil Kadisha sold $105.5 million of Qualcomm shares last month, about a third of his stake, to meet a margin call, according to a regulatory filing. Kadisha sold 3.1 million shares at $31.73 to $40.27 apiece from Feb. 6 to 22, according to a Securities and Exchange Commission filing. He owned 6.05 million shares at the end of the month, the filing said. The first sale came after shares of Qualcomm, which licenses patents for mobile phones, had tumbled 54 percent in the preceding 12 months.

To: GST who wrote (140553)	3/18/2002 2:04:30 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164685

I think tech is due for a pullback -- including manu and the rest. Careful shorting though, manu reports in 8 days and like in December, has the potential to set the tone for the enterprise app companies. Fundamentally manu business is stronger than during the bubble. And, the manu balance sheet is weak which has always depressed the stock. If the revenues look to be exploding to the upside the financials will look less daunting and then the stock could rally on that issue alone. I know manugistics and just for giggles I do a search on manu to see what other posters are saying about the company. The conclusion I have come to is - manugistics software is too specialized for the general investment community to decipher. For example somebody thinks manu and retk are in the same space, because both do demand planning. Manu's hot products right now are 1) logistics (TMTA) transportation management, 2) EPO suite - target pricing. L