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- Will i2 / JDA Deal Suffer in Wachovia Collapse?
- Supply Chain Management Enterprise Software: And Then There Was None
- Tech Stocks Provide Safe Haven in Downturn
- JDA Software Buys i2 - Can It Leverage the Opportunity?
- Wall Street Breakfast: Must-Know News
- JDA Software: Three Challenges For 2007
- JDA Software: Red Flags on Strategic Revenue and Dealflow (JDAS)
- JDA Software's Moving Pieces (JDAS)
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Supply Chain Management Enterprise Software: And Then There Was None [view article]
Bob (User 249699)--Thanks for the comment
You may be right abou MANH. Terri O'Hanlon, its SVP of Marketing, made a similar comment above so I did not dig deeper. Again, my point is "be careful investing in sectors such as APS that primarily do not standalone as a market" (as illusrated by the way all of these companies were gobbled up) I think EAM may be the next such sector.
I did not do a post on August 12 and do not know MGI Research. This was my only post on JDAS so the article you reference must be elsewhere on SA?
Thanks again
Dennis Byron Reply
Supply Chain Management Enterprise Software: And Then There Was None [view article]
As a MANH stockholder, I take issue with your "transport and warehouse guy" depiction. Their website has a "Library" of success stories which make it clear they transcend transport and warehouse. Also, your earlier post of 8/12 re JDAS cites its #21 ranking with MGI Research. You don't point out that MANH ranking is #1. Finally MANH's recent financial performance is indicative of diversity beyond warehouse and transport. Would appreciate updated thoughts. Thank you, Bob. ReplyJDA Software Buys i2 - Can It Leverage the Opportunity? [view article]
While Oracle increased their stock price by 12.3% in one year, TJ Maxx's female CEO grew the company 34.5% in one year (from 27.75 per share to 35.99 per share). How much does TJ Maxx's CEO make: 4.0 million per year. How much does Oracle's CEO make: $86.1 million. Again, why did they board of directors let this salary go through? All stockholders should reject the entire board for re-election.Reply
Supply Chain Management Enterprise Software: And Then There Was None [view article]
While Oracle increased their stock price by 12.3% in one year, TJ Maxx's female CEO grew the company 34.5% in one year (from 27.75 per share to 35.99 per share). How much does TJ Maxx's CEO make: 4.0 million per year. How much does Oracle's CEO make: $86.1 million. Again, why did they board of directors let this salary go through? All stockholders should reject the entire board for re-election.Reply
Supply Chain Management Enterprise Software: And Then There Was None [view article]
In a one year time, Oracle's stock increased 12.3% (20.28 to 22.78 per share). Avon's stock increased 26.1% (34.35 to 43.32). How much does Avon's woman CEO make: $5.3 million. How much does Oracle's CEO make for less growth: $83.6 million. What are the board of directors and stockholders thinking???Reply
Supply Chain Management Enterprise Software: And Then There Was None [view article]
Correction: A reader that apparently wants to remain anonymous has contacted me offline to note that Demand Management was acquired by Logility (which in turn is mostly owned by American). So there are basically none left by my analysis or just a few left as described in some of the comments above (for which we say thanks as always) that analyze it slightly differently.To the question, "So what?," my point might have been lost in all of us waltzing down supply chain's memory lane. My point was that there are some functional software areas that will not support separate companies in which to invest. Spell checking was one year ago. APS was one as described in this post. And I feel EAM might be the next one in that category.
-- Dennis Reply
Supply Chain Management Enterprise Software: And Then There Was None [view article]
One additional commentIndustri-Matematik has been acquired by CDC Corporation and we have added Catalyst International to our Supply Chain practize to form a new global player now called CDC Supply Chain. We are a pure play Supply Chain and see healthy growth in our business and are ranked number 8 in the enclosed article www.mmh.com/article/CA.... It could be worth checking our web site as well if you are looking for vertical player in Supply Chain Management.
Per Norling
President, CDC Supply Chain Reply
Supply Chain Management Enterprise Software: And Then There Was None [view article]
One additional commentIndustri-Matematik has been acquired by CDC Corporation and we have added Catalyst International to our Supply Chain practize to form a new global player now called CDC Supply Chain. We are a pure play Supply Chain and see healthy growth in our business and are ranked number 8 in the enclosed article (www.mmh.com/article/CA...). It could be worth checking our web site as well if you are looking for vertical player in Supply Chain Management.
Per Norling
President, CDC Supply Chain Reply
Supply Chain Management Enterprise Software: And Then There Was None [view article]
Hi User 189732,I have used MAXIMO for over 10 years and it works great, just start out of the box. The more you customize it before you use it the more you cause yourself work. If you woulod like some war stories let me know Reply
Supply Chain Management Enterprise Software: And Then There Was None [view article]
Our company is swapping over to something called Maximo. I think we are already behind in its implementation. ReplyBoulton
Supply Chain Management Enterprise Software: And Then There Was None [view article]
Kewill the remaining pure play? ReplyO'Hanlon
Supply Chain Management Enterprise Software: And Then There Was None [view article]
Interesting thoughts here. One correction and one comment, if I may.The correction: Oracle does not own the SCOPE brand, especially as now defined in Manhattan's legal proceedings for the mark. Oracle made an acquisiton several years ago of a company using SCOPE in a limited definition, but did not continue to use the brand and abandoned the mark. Manhattan Associates has completed the necessary legal filings and processes for the mark, including active use as you've noted.
Now, for my comment: I'd like to spend some time updating your view on Manhattan Associates, incorrectly cast as a "warehouse and transport guy." We have some impressive customer success stories we could share with you on customers using our Planning, Forecasting, Inventory Optimization and Order Lifecycle Management solutions, in addition to our Distribution Management and Transportation Lifecycle solutions. We also have invested a significant amount of money, science and math into improving these areas of supply chain optimization. If I may, and if you are interested, I will arrange a briefing at your convenience.
Terrie O'Hanlon
SVP and Chief Marketing Officer, Manhattan Associates Reply
Supply Chain Management Enterprise Software: And Then There Was None [view article]
So what? ReplyWall Street Breakfast: Must-Know News [view article]
smaller content on what you buy at the supermarket-the real hidden inflation.when this measure increases you will know the bottom has been hit.i dont think we will everb get the content back.gyps & scams.thats what goldilocks has become. ReplyWall Street Breakfast: Must-Know News [view article]
There is nothing out there to support the proposition that inflation is subsiding or under control, and everything to assure the opposite. The current strengthening of the dollar is clearly a blip that will quickly fade away. Wish it were otherwise, but wishing won't make it so. Reply