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"Did MANU just shrink back to chimp status?"

We've been kicking that around on the MANU & ITWO boards. Might be tough to recover from the street reaction, regardless of the facts.

However, this is not a two company field- SAP, Baan, PeopleSoft, Oracle and a cast of hundreds are encroaching on this market. While I am long i2, I would not yet declare them the Gorilla, nor am I ready to sell my (smaller- and shrinking...) holding of Manugistics.

While I learned much from the Gorilla Game, I believe it must be taken with Peter Lynch and the Fools guidance- each Gorilla Game play works out in its own complex ecosystem. Without a serious understanding of the specific market you can loose lots of money. I work supply chain logistics daily, have talked to current and former Manugistics employees, and watched my MANU shares go from +60% to -20% in two days.

The Gorilla Game may be a great way to narrow down the field, but I think working the details still takes the 'due diligence' that is the hallmark of the Motley Method.


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