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

To: Jay Rommel who wrote (757)	6/10/1998 1:09:00 PM
From: Scott Brooks	Respond to of 1670

I am out. Will continue to monitor the stock and thread - best of luck to all. Scott

To: Jay Rommel who wrote (757)	6/10/1998 1:54:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 1670

I don't like the fact that Gibson said he can't obtain top line growth of 50% for FY99. The fact is, the SCM mkt is growing much more than 50%/yr. Of course they have a 6 mos sales cycle - but, Gibson said 10 of the 11 deals delayed into subsequent quarters (only 1 lost). If true, 50% top line growth should still be doable. They did lose one deal, to who I wonder? Sap vaporware? Glad to hear Promira is integrated, does anyone know how Promira is positioned within the sales org (is this an industry solution, etc.). Gibson used this terminology "vendor of choice" implying manu was preselected for some 1MM+ deals. According to the Siebel people, vendor of choice means you have the acct. Gibson didn't make it seem that way on the CC, whats with this designation vendor of choice? Besides, how could manu not be a vendor of choice for any scm deal - they hardly ever compete against I2 anyway. Michelle