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Technology Stocks | Manugistics, Inc. (MANU)

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To: Lizzie Tudor who wrote (768)	6/11/1998 9:26:00 AM
From: Amsterdam	of 1670

"Why don't you or Amsterdam comment on these miscalculations as they reflect on the exec staff. That's what I don't understand. Is this a sign that Gibson is completely incompetent, or purely a reflection on the CFO" I don't know that much about the CFO but he is relatively new to the company. I really wish he had saved some Q4 for Q1. As for Gibson I think it was hubris, not competence, taking his eye of the ball. They had a herculean Q4, emboldened by this he figures he'll hire a boatload of salespeople and they'll start executing without any ramp-up time because his product and company are so hot. I think Q1 quickly showed them how difficult scaling a sales organization can be. I suspect they wasted a month or more reorganizing sales territories, training, and turning over accounts which is very disruptive. This lawsuit isn't going to help things either.

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To: Amsterdam who wrote (771)	6/11/1998 10:28:00 AM
From: Jay Rommel	of 1670

yea, This is what I got ... Let's put a STOP on this kind of BS ... I know Gibson sucks, but this kind of solicitation bothers me ... what do you guys think. Dear Jay: I am writing in response to your posting concerning Manugistics ("MANU"). I am with a Washington, D.C. law firm that handles plaintiffs' class action lawsuits in the securities field and other securities matters. We are investigating Manugistics at this time. I also wanted to inform you that at this a lawsuit has been filed against Manugistics. If you are interested in discussing this matter further please contact Halley A. Finkelstein, Esq. at Finkelstein, Thompson & Loughran, Washington, D.C. We can be reached, toll-free, at (888) 333-4409, or at (202) 337-8000. Burton H. Finkelstein, Esq.Finkelstein, Thompson & Loughran The materials in this e-mail are provided for informational purposes only, do not constitute legal advice, do not necessarily reflect the opinions of Finkelstein, Thompson & Loughran or any of its attorneys or clients. This e- mail is not intended to create an attorney-client relationship between you and Finkelstein, Thompson, and you should not act or rely on any information in this site without seeking the advice of an attorney. If you communicate with us in connection with a matter for which we do not already represent you, your communication may not be treated as privileged or confidential. If you communicate with us by e-mail in connection with a matter for which we already represent you, please remember that internet e-mail is not secure and you should avoid sending sensitive or confidential internet e-mail messages unless they are adequately encrypted. In some jurisdictions this e-mail may be considered advertising. The hiring of a lawyer is an important decision that should not be based solely upon written information about our qualifications and experience. Advertising disclaimers are required in several states when law firms or attorneys indicate practice limitations or areas of concentration. For current information, see West's Legal Directory.

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To: Jay Rommel who wrote (773)	6/11/1998 10:41:00 AM
From: Amsterdam	of 1670

<<Off topic, but only somewhat; Q: What do you call 20 lawyers skydiving from an airplane? A: Skeet. Q: What do lawyers use for birth control? A: Their personalities. Q: What is the difference between a tick and a lawyer? A: A tick falls off of you when you die. Q: Why does the law society prohibit sex between lawyers and their clients? A: To prevent clients from being billed twice for essentially the same service. Q: What do you have when 100 lawyers are buried up to their neck in sand? A: Not enough sand. Q: What's the difference between a dead dog in the road and a dead lawyer in the road? A: There are skid marks in front of the dog. Q: What is black and brown and looks good on a lawyer? A: A Doberman. Q: Why are lawyers like nuclear weapons? A: If one side has one, the other side has to get one. Once launched,they cannot be recalled. When they land, they screw up everything forever. Q: Did you hear that the Post Office just recalled their latest stamps? A: They had pictures of lawyers on them ... and people couldn't figure out which side to spit on. Q: If you see a lawyer on a bicycle, why should you never swerve to hit him? A: It might be your bicycle. Q: You're trapped in a room with a tiger, a rattlesnake, and a lawyer. You have a gun with two bullets. What should you do? A: Shoot the lawyer. Twice. Lawyer's creed: A man is innocent until proven broke. It was so cold last winter ... How cold was it? I saw a lawyer with his hands in his own pockets. A man walked into a lawyer's office and inquired about the lawyer's rates. "$50.00 for three questions", replied the lawyer. "Isn't that awfully steep?" asked the man. "Yes," the lawyer replied, "and what's your third question?"

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To: Jay Rommel who wrote (773)	6/11/1998 10:51:00 AM
From: Teknvstr	of 1670

Gibson does not suck, he made a mistake, as anyone can. When the sales force found out they were going to restructure their territories to accommodate the new hires and training requirements, they closed a lot of business in Q4 so they could get paid! Then they just had too much on their plate, the quarter went by and they hadn't closed the deals fast enough...it's that simple. This is simply growing pains, and the market has over-reacted...that simple. These lawyers soliciting people for a class action suit have NO basis except their own greed. Stocks go down and they go up. The risk in the market is what enables you to make returns period. Incidentally, this class action suit will have little or no effect on the stocks performance in my opinion. This is standard procedure for technology stocks. It's more reflective of greedy lawyers hanging around in wait than of a problem for MANU.....With a Price to Sales Ratio of less than 4....this is the best lay-up I've had for some time......35 by next quarter report....50 by 3rd quarter report in my opinion.....(that is if SAP or somebody else doesn't buy them)....Tek

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To: Teknvstr who wrote (775)	6/11/1998 11:27:00 AM
From: Jay Rommel	of 1670

So, how much money have you made from MANU? A news reporter from News.com wrote me an e-mail and said, "MANU is young and doesn't know how to handle information very well. It is also trying to hard to compete with I2 Technologies. Manu's super fourth quarter was a result of piling on sales figures for that period to boost its figures. It paid the price this quarter when it had nothing to show. A smarter company would have looked ahead and balanced itself out more to be a more stable long run company." I completely agree with him, Gibson is a CEO and darn it, he's paid to execute and he didn't .... that's the bottom line ... If Gibson were a ball player and he was hitting .135 and I said he sucked, no one would have a problem with that ....

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To: Jay Rommel who wrote (776)	6/11/1998 11:51:00 AM
From: Teknvstr	of 1670

<<If Gibson were a ball player and he was hitting .135 and I said he sucked, no one would have a problem with that .... >> I can appreciate your feeling that way,.....but,Tony Gwinn is probably the best hitter in the game right now, if not ever. He has hit better than .360 for his career, but has had plenty of 2 or three month stretches where he's hit below .200....so does that mean he sucks? Bill Gibson has built this company to what it is in the last 10 years. He missed a beat for one quarter. The market was over-reacting to the upside at 66, and now is over-reacting to the downside at 22. Nobody is guaranteeing you that things will go smoothly all of the time in this company or any company. Cisco went from 12 to 4 (split adjusted) in 1995....It's now 80. Does that mean that John Chambers sucks? Buy more Manugistics....(you could say Bill Gibson or Cisco or Tony Gwinn sucked for one quarter...but the great ones always adjust)....Tek

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To: Teknvstr who wrote (777)	6/11/1998 12:09:00 PM
From: Jay Rommel	of 1670

Like I said, how much money have you made from MANU? My CSCO holdings is doing a lot better than MANU ... and really comparing John Chambers to Gibson is a poor comparison. If you are going to bring Tony Gwinn into this discussion then I will bring out the UTAH JAZZ ... Do you thing the JAZZ performanced last Sunday against the Bulls sucked or what ...? Call it whatever you want, yea the Jazz are a great team, blah, blah blah ... but no one, not even Karl Malone would disagree that the Jazz SUCKED last Sunday. Yea, it's only one game for the Jazz, One quarter for Gibson ... Never the less they Sucked .... You're only as good a your last performance. 'nuff said

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