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

To: Konehead who wrote (964)	10/30/1998 2:02:00 PM
From: Lizzie Tudor	Respond to of 1670

No, I didnt mean that at all. Sorry for the misinterpretation. Im just worried about the whole software sector for next year. And I think the SCMs are vulnerable because the ERPs are so weak. I think both Manu and I2 have their mkt but when the gorilla ERPs start spreading all this fud regarding their own offerings (and giving them away in some cases) to me it looks like the fundamentals are changing for the SCM vendors. Thats why I like Sebl a little better than the SCMs right now, its just related to the desperation of the ERPs. I think I2 has been a little stronger than manu historically too. Mohan posted a good article on I2 thread from yahoo yesterday regarding SCM v Sap scope, etc. (I like it when everybody else goes through the junk on yahoo and picks up the gems for me ... thanks Mohan!). Anyway you may want to read that but here is the best part imo: "Third-generation supply chain software, due next year from i2 will have modules for ordering, and will provide backbones for online markets modelled on Amazon.com, selling PCs, books and medical equipment. That was the prediction made by Bruce Rickardson, an analyst with the US research group AMR last week. What we need, is for I2 and Manu to grab these online mkts now. These customers care mostly about SCM v. ERP. If I2 and Manu can score with this business, then these stocks will regain their prior highs and more. Dell remains the best example of this automation strategy.