Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stewart M. Swenson who wrote (590)	5/22/1998 12:46:00 AM
From: Konehead	Read Replies (1) \| Respond to of 1670

Although there is overlap between Manu & Red Pepper, I believe Red Pepper to be stronger in finite scheduling, with Manu relatively stronger in distribution requirements planning, especially in consumer packaged goods. I could see Manu being attractive to the ERP folks. Opinions? P.S. Clammy thanks for the meaty analysis. I think I'll buy some more of this sucker if it goes down much more.

To: Stewart M. Swenson who wrote (590)	5/22/1998 1:49:00 AM
From: Clam Clam	Read Replies (1) \| Respond to of 1670

>>HR and financial systems are less likely to be delayed than SCM software implementations due to their more everyday business critical nature, IMO. You got it backwards. Looking up your HR benefits isn't critical. SCM is essential if you are a product company. HR was just an entry into the enterprise (trojan horse) to show the world what the system is: 'automation' was step 1, 'optimization' is the real value add and it is what SCM does. A Y2K bubble shouldn't affect SCM as much as it does basic ERP. SCM works with legacy systems and you can fix your legacy system, put the ERP rollout on hold and build SCM right into your existing system. In fact, this is what many are recommending (i.e. Gartner). We are approaching the end of when it no longer makes sense to start installing an ERP system to stave off Y2k problems. Baan and Peoplesoft both have some SCM technology but it isn't competitive with MANU. Its the world vs. SAP. Peoplesoft buying MANU would be a powerful combination. However, Peoplesoft has got so much opportunity already, they don't need to do anything. Baan needs MANU most but I don't know if MANU would want to be bought by Baan.