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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Wizard who wrote (10997)4/3/2002 12:23:01 PM
From: techanalyst1  Read Replies (2) | Respond to of 57684
 
And what would be the gossip on Merq? Their biz model and deal size should be easier on them I would think.

(I hope it tanks big time so I can pick up a few shares for my daughter's Roth Ira, so the short term makes no difference to me other than where I buy the shares. Longer term, it's a winner).

TA



To: Wizard who wrote (10997)4/3/2002 2:18:50 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
What verticals is your company in??

ummm... uhhh.... well actually I'm not working now Wizard!! <gg>

But I'm a supply chain architect so what manugistics does, I do. I see strength in (applications) logistics, wms, the manu EPO (pricing) area which is very hot.

The verticals that are buying are CPG/food/retail (which again is manu stronghold), pharm, next defense which is discrete, and automotive next, according to my contacts. I concur telecom is dead but interestingly, if you look on monster, Cisco has a whole TWO openings, posted apr 1, their first in mos both supply chain.-
jobsearch.monster.com

I bought pdm stock lately that sells into auto (MONE). I think that business is also ok. But only logistics is easy to sell right now I hear.
L