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

To: Clam Clam who wrote (586)	5/21/1998 9:09:00 PM
From: DD™	Respond to of 1670

Its amazing what two months can do.. iqc.com DD

To: Clam Clam who wrote (586)	5/22/1998 12:18:00 AM
From: Stewart M. Swenson	Read Replies (2) \| Respond to of 1670

CLAM, you said "Sell the company to Peoplesoft please". Surely you jest, if PSFT has been integrating RedPepper for the the past two years, where does MANU fit into this? I believe that the SCM market will be a gorilla game over the next 2-5 years, but possibly the Y2K thing will cut into the near-term (12-18 months) growth as companies reallocate resources and budget $s to deal with Y2K. I also believe that the HR and ERP vendors will be less impacted by the Y2K budget adjustments. HR and financial systems are less likely to be delayed than SCM software implementations due to their more everyday business critical nature, IMO. I would appreciate your thoughts.