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

To: Lizzie Tudor who wrote (907)	9/11/1998 1:55:00 PM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 1670

Michelle, Not so sure I agree with you on this. I think that itwo has approached things very differently. They had their cc after a great quarter and tried to set reasonable expectations with very definitive reasons for the potential issues this qtr. As a stockholder, I wasn't too happy w/that approach. But I felt they were extremely honest and nowhere did I hear them say their market is slowing. That's the one thing that can really damage this sector. But scm is now slowing from everything I read/hear. I truly think that there is more going on w/manu than we know. I only say this because what company in their right mind is going to tell us the real story. If they'd been smart, last qtr they would have toned down their expectations for this quarter and said "we have a problem and here's what we're doing to fix it." In itwo's case, Sidhu pointed specifically to European sales operations as a potential area of weakness. But he also said it has the potential to impact them this qtr but see it resolved after that. And re: SFA. I seriously doubt this. That is just too wide open a market right now. Anyway, I guess for once we just don't agree.<g> Melissa