Going long MANU and I2 at this point is not the
smartest investment decision. There will be some heavy
hitting competitors popping up soon which will put MANU
and I2 in a precarious situation. Will they still be
wonderful companies? Of course. Will they still be able to
maintain the rate of growth, and thus the multiple on the
stock price? No. I have seen this many, many times
before. Companies that show excellent earnings growth
quarter after quarter, only to get smashed when they
start to slide even slightly. MANU and I2 are no
ah what the hell...keep it.
revenue exceeds $66MM for the quarter (In other words,
beating i2 AND proving my prediction over yours).In this
case, for a period of 1 month you will be known as
Keep up the good work
Just saw your message because of these crazy
message delays. I wanted to mention a couple of things.
First of all, the guru title was not meant to offend.
Nor was I trying to act like I was a god. I was using
the term because I've implemented and sold scm
systems for a while and I have a good grasp on the
industry (not because I have a high opinion of myself).
Furthermore, I really have a passion for this stuff. I think
scm software is going to revolutionize the way
companies do business in the next 5 years. I know you can
Second, I have one question. There
was a "manuguru" a while back on these boards. Why
didn't you give him crap about his name? His name is
where I got the idea for mine.
After you read
this and understand my position, if you still want me
to change the "guru" title, I will do so in order to
keep peace. I just want all of us to win and I think
we will in this space. I plan on making enough money
in this market to be able to retire. I sincerely
hope you do the same.
OK...I'll be civil to.
This all started
because you call yourself a Guru. When people have a high
opinion of themselves, calling themselves 'guru's' then
they leave themselves wide open for attack unless they
really are experts.
All I have been doing is
showing you that there are many people (myself included)
who know and understand this market very well but
refrain from calling themselves a guru.
started out as harmless fun. I am sorry if it upset
How about a deal? I'll quit teasing you,
you get rid of the guru title and we'll both make
valuable contributions to this board for each other and
the rest of the participants.
I'm going to be civil.
I'm good at
remembering numbers and not as good at remembering the exact
source without looking at my notes. It just so happens
that when I quoted those numbers, I didn't have my
notes with me.
I am actually thanking you for
providing the source.
HEY: Why don't you keep the attitudes on the
sidelines. You may actually have some intelligence in your
heads but some of us won't give you any credit when
you're more interested in putting others down and making
yourself look good.
Stick with sharing what you
know about the SCM marketplace and we'll all be better
Sorry for the lecture but people like myself are here
to learn about companies (particularly MANU) in this
market and not your ego battles.
scm_doodoo, once again, I bail you out and give
you the facts behind your limited
I'll give you some credit, at least you have some of
the information and facts even though you don't know
where you get it from.
The estimate of $3Billion
came from a guy called John Bermudez who works for
Being a so-called GURU, I thought you would have known
I'm a PSU BLOG graduate and a future employee of
Manugistics (if that's enough creditability for you source
bashers), but $3B is by a far an underestimate. In
addition, those numbers can be found in the Wall Street
Journal from 1996 (I'll look up the date) in reference to
an article about MANU.