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

To: Panita who wrote (897)	9/11/1998 9:40:00 AM
From: Henry	Respond to of 1670

(.15) is no good; looks like the new sales force is not 100% operational yet. MANU still looks great from the long-term point of view, although last q was pretty, pretty sad. Let's see what the market reaction & conclusions will be today Good luck to all of you! Henry

To: Panita who wrote (897)	9/11/1998 10:18:00 AM
From: growthvalue	Read Replies (1) \| Respond to of 1670

"As more companies realize the strategic importance of supply chain management, deal sizes are increasing with a resulting extension of the sales cycle. In addition, we believe that new vendors entering the market and Year 2000 issues have distracted a few prospects." Who are these "new vendors" entering the market? Are they referring to SAP? If Y2K is affecting MANU, it's effect is likely to hit a lot of enterprise software vendors. It may be one of the reasons ORCL's application revenue sucked too. GV