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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Junkyardawg who wrote (6402)	1/9/1999 2:26:00 AM
From: Glenn	Read Replies (1) \| Respond to of 90042

That was a hot topic a couple of months ago. I didn't jump on it. It didn't excite me, but I think someone made some short term. Glenn

To: Junkyardawg who wrote (6402)	1/9/1999 6:11:00 AM
From: JustInTime	Read Replies (1) \| Respond to of 90042

>>MANUGISTICS GROUP INC : MANU (Nasdaq) Dawg, I beleive both MANU and BAANF will be good LT holds over the next 18-24 months, I have traded both recently off there lows ro reap some of the "January effect" on both of them. My short-term concern with both of them, (as well as PSFT, JDEC, SAP, and other like companies ) is that they sell BIG, EXPENSIVE and difficult to install systems. My gut feeling is that a lot of companies are going to be reluctant to start the implemenation of any of these systems if it can't be 100% completed, debugged and tested by mid-1999. No one wants to be in the middle of a big enterprise wide application rollout when 1/1/1900 strikes <g>. I think I will pick up some of these stocks in mid to late 1999, and lookup for a serious return to profitability in 2000. Just my two cents. I have been wrong before.