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

To: Clam Clam who wrote (573)	5/21/1998 5:06:00 PM
From: Konehead	Read Replies (1) \| Respond to of 1670

The way I see it, there are three possibilities: 35% chance the speculation turns out to be groundless. Manu makes the numbers, stock gains back most of its losses. 40% chance Manugistics makes the numbers by discounting and stretching A/R. Stock gains back some of its losses. 25% Manu misses numbers somewhat or a great deal. Manu goes down further. Am not too worried about the long-term impact of scenario 3, SCM is a healthy business and Manu is very well positioned. However, the scenario prevents me from buying more Manu right this minute. Am I being too conservative? Is MANU now a good trading opportunity? Thoughts?