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


To: WTSherman who wrote (1100)12/22/1998 9:14:00 PM
From: Ron  Respond to of 1670
 
For those with a trading inclination..MANU should be a great bounce play. It will fall hard and fast, then creep back up with merger/buyout in the wind. Wouldn't be surprised to see it drop to 7 or 8 near term....pull out your charts...I smell money. (Yes I am also long MANU, but holding long term and sold covered calls).
Good luck to all.



To: WTSherman who wrote (1100)12/23/1998 1:47:00 AM
From: Willie C.  Read Replies (1) | Respond to of 1670
 
Going Private?

Well your idea of Cline and General Atlantic taking Manugistics private at a low ball price just about makes the most sense of recent events. Run the company into the ground, buy it up for nothing and then retain Gibson for a large stock option.

I have not heard a more pathetic CC then Gibson's, it was almost agonizing. "The most recognized name in SCM" in now one of the most recognized names in management disasters. If all these high powered MBA's cannot do better than this and I'm including Cline and the boys at General Atlantic then we're all in for a big surprise.

At this point $17-20 maybe optimistic, what is the basis of your opinion?

I would love to know what offers have been past over since the first quarters disaster and the Alex Brown leak.

Regards,

Willie C.
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