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Technology Stocks
Supply Chain Management Software
An SI Board Since April 1997
Posts SubjectMarks Bans Symbol
86 4 0 MANU
Emcee:  Timothy Takacs Type:  Unmoderated
Introduction Market Data Compact
A number of good threads discussing supply chain management software have come up here on SI. I hope to start discussions here that can compare and contrast the aspects of various firms (e.g. Manugistics [manu], American Software/Logility [amswa], I2 [itwo]) in the supply chain management industry.

For those of you unfamilar with supply chain management, it deals with the efficient management of sourcing raw materials through production and distribution to the end consumer. Some firms I'd like to cover deal more with the logistics/transportation aspect and others deal more with forecasting/demand planning aspect of supply chain management.

The software tools that are emerging today will help significantly reduce the cost of goods and improve service responsiveness. There are some estimates that I have seen that suggest this industry will reach $1 billion in sales by the year 2000.

I hope to stimulate good conversation about the players and prospects (both public and private) in this industry.

Tim Takacs
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ReplyMessage PreviewFromRecsPosted
86 Service Track Enterprises Inc. (www.servicetrack.com) Service Track EnterprisWilliam Gregson-3/7/1998
85 Follow-up from the i2 discussion: i2 vs. Manugistics Disclaimer: Just in case Pravin Kumar-2/18/1998
84 Gruntal issued a STRONG BUY for Logility today. Amswa/Lgty still have the loweLarryS-2/4/1998
83 Yahoo's section on IPOs states that Amswa's spin-off Logility is one ofLarryS-10/5/1997
82 Amswa's spinoff Logility will IPO on Monday, Oct 6th.LarryS-10/3/1997
81 Amswa's spin off of their supply chain subsidiary Logility will take place LarryS-9/27/1997
80 Thanks Dave...I'm a shareholder of Amswa and don't know how this "LarryS-9/19/1997
79 I saw a rueters news update that says Logility will IPO the week of September 2Dave-9/19/1997
78 Your article just confirms the huge potential business in the supply chain nicLarryS-9/19/1997
77 Logistics Management excerpt of article from Todays Dallas Mornign News, postegao seng-9/14/1997
76 Tomorrow's IBD has an article about how a CIO keeps up with all the tech chLarryS-9/11/1997
75 Another review of the competition....which is a bargain?? ....................LarryS-9/9/1997
74 Review of PEs...Amswa 52, Manu 106, Itwo 261.LarryS-8/28/1997
73 To All: Article on SAP supply chain initiative................ SAP Announces JJ-8/27/1997
72 Larry, Thanks for the response. Helped explain alot of things. I agree with JJ-8/27/1997
71 JJ...The positive news is we had a .06 profit this quarter vs a .05 loss last yLarryS-8/26/1997
70 LS, what the heck is going on with AMSWA? I expected some nice yardage out ofJJ-8/26/1997
69 Forgot to mention...GAIN of .06 contrasts with last year's LOSS of .05 for LarryS-8/25/1997
68 AMSWA reported earnings of .06 after the close....20% HIGHER than was expecteLarryS-8/25/1997
67 To All: Informative "current state of affairs" article from Traffic JJ-8/25/1997
66 Itwo had heavy insider selling, again.... according to 144 forms filed...and reLarryS-8/24/1997
65 Amswa will release quarterly earnings on Monday, Aug 25 after the market closesLarryS-8/19/1997
64 Heavy, heavy insider selling in Manu and Itwo during last couple of weeks andLarryS-8/18/1997
63 Mark, Thanks. Is there a search page for prospectuses on Edgar?Bill Harmond-8/15/1997
62 The S-1 (prospectus) for logility was filed on Tuesday. It's at... edgar-oMark Gomes-8/15/1997
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