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

To: Mark Doms who wrote (1241)	4/23/1999 2:17:00 AM
From: Pravin Kumar	Read Replies (1) \| Respond to of 1670

That's a tough question. I hold quite a few shares, so I'm hoping for the best; plus, I used to work there so I kind of have a bias. I think that supply chain software integrated with B2B procurement is going to be critical for almost any kind of manufacturer or distributor. However, everyone wants in on this market. i2 is not the only threat. SAP is probably going to get it together over the next two years. Granted that MANU & ITWO won't be standing still, but the power of a huge installed base like SAP is immense. They can and will freeze the market. IMHO, the long and short of it is that if they don't start executing incredibly well and/or get bought within the next two years, things are going to start getting much tougher. They also still need to do some re-structuring.