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

To: Mark Doms who wrote (1238)	4/20/1999 4:16:00 PM
From: James Fulop	Read Replies (1) \| Respond to of 1670

>>the conference call stated that Manugistics has three major Japanese clients<< Out of curiosity, do you remember which companies those were? Thanks.

To: Mark Doms who wrote (1238)	4/20/1999 4:52:00 PM
From: Pravin Kumar	Read Replies (1) \| Respond to of 1670

Mark, This is somewhat simplified, but ... Manugistics software is stronger in the CPG (Consumer Packaged Goods) sector and Process manufacturing. i2 is much stronger in discrete manufacturing, and heavy manufacturing. So, Manugistics has lots of customers that make stuff that you would find in your average grocery store or drug store and i2 has lots of customers that make electronics (PCs), machines, appliances, and metals, etc. Also, Manugistics is stronger in distribution intensive industries and i2 is stronger in Built-To-Order industries. The reason that it is not quite that simple: Sony makes electronic products, but some of those products actually behave like a consumer goods (e.g. Discman, or Walkman). It's too bad that their cultures are so different. Because they would make a great merger. Mark Doms writes: I wish I knew more about the areas where Manugistics has better products than its competitors, like I2. From what I have read in the press, and people I talk to, Manugistics has been able to implement their solutions in a fairly short period of time to the satisfaction of their customers.