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: Willie C. who wrote (729)	6/2/1998 12:45:00 AM
From: DD™	Respond to of 1670

Supply Chain Management Software Discussion briefing.com DD

To: Willie C. who wrote (729)	6/2/1998 2:59:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 1670

Willie C, I enjoyed reading that discussion on Briefing. Since I have had no real world exposure to the Manu product line I am really not able to comment on I2 vs. Manu as a technical implementation. I have a feeling about the mkt etc. but its certainly not something to put money on. However the problem I have with these prognostications is that they constantly imply that we know all the variables and how the mkt will play out at this early stage - we do not know that. If you look at the early ERP business, Psft had nothing. Now they are number 2. Same with Orcl vs. Sybase, for a period Sybase was certainly winning. We have no clear leader here in SCM, why not buy both companies? IMO this is a tremendous time to pick up Manu, I didn't have much before but I added recently. Michelle