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

To: Melissa McAuliffe who wrote (908)	9/11/1998 2:01:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 1670

Yeah you may be right, I dont know. I know Manu had a good first month of the qtr, I do know that, then in July things started to decline. The thing that bothers me though, is Oracle. I look at Oracle as a gauge of the whole software market. We must be really saturated, last year I thought this year would be good with a recovery in europe etc. And someone from inside Orcl told me the salesreps had really great incentives to move product this qtr, and look where it got them, 13% license revenue increase. What happens when they dont do that. One thing for sure though, is with vntv, manu and rmdy etc problems, the stocks of even the strong companies will suffer unduly. Michelle