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


To: jtechkid who wrote (581)5/21/1998 6:45:00 PM
From: Clam Clam  Read Replies (1) | Respond to of 1670
 
>>its very strange that they will take a loss since dso were down dramatically last quarter and revenues will be up substantial this quarter.

This is obviously a sales pipeline mangagement misexecution. I agree with you that the DSO decrease last quarter and revenue blowout seemed to indicate that they should have been able to guide analysts to a beatable estimate. They had added a lot of reps to set them up for big growth this year and that depressed their margin last quarter. The stock is a very attractive acquisition candidate for Baan or Peoplesoft. Other than that, strap on your seatbelt as this ain't gonna be fun.

Hey all you Morgan Stanley investment bankers out there, time to start preparing those M&A pitches. Time to get paid....