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Technology Stocks : Manugistics, Inc. (MANU) -- Ignore unavailable to you. Want to Upgrade?

To: kech who wrote (572)	5/21/1998 2:32:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 1670

Alex Brown kept their Strong Buy rating. Robertson downgraded it saying MANU isn't calling them back. The confusion isn't likely to end soon as we have a lot of time before any facts are known. i2 went through the exact same situation last summer. They ended up making the quarter but the A/R stretched big time. MANU can likely make the quarter through late quarter price discounting if the really want to... There is still time and this should add to the all late quarter excitement in Maryland... I take a longer term perspective. SCM isn't going away. The stock might correct some more but if you believe in SCM, there is no reason to panic in the short-run. This is exactly why diversification allows you to do the right thing and focus on the long-run market dynamics and MANU's leadership position in it... ouch!