 Like a fighter jet on fire, the Wall Street market took a steep and spiraling nose dive as the government plan to bail out troubled financial companies appeared to be in jeopardy. The development left a burning hole in the nerves of most investors and there were few survivors in the broader market indices. Our Supply Chain and Logistics stock index emerged smoky and charred. In the software group, Ariba fell 11.2%, followed by i2 (down 6.5% - believed by an analyst at JMP Securities to be due to financing worries related to the JDA buyout). Still, Logility managed to escape the flames and recover all of last week’s losses. In the hardware group, both Intermec and Zebra slipped (down 7.7% and 6.2%, respectively). In the transportation and logistics group, Yellow Roadway plummeted 19.9%, Ryder fell 10.6%, and FedEx was down 9.5% on the heels of announcing the scheduled layoff of 200 U.S. employees.
|
|
Last Week's Ending Price |
One Week |
One Month |
One Quarter |
Year |
| Software |
|
|
|
|
|
|
| Ariba |
ARBA |
$15.12 |
-11.2% |
2.6% |
0.6% |
40.3% |
| Descartes |
DSGX |
$4.01 |
1.0% |
19.3% |
23.0% |
-15.2% |
| i2 |
ITWO |
$13.02 |
-6.5% |
-9.6% |
2.4% |
-14.6% |
| JDA |
JDAS |
$15.74 |
-4.1% |
-13.7% |
-15.5% |
-23.8% |
| Logility |
LGTY |
$6.87 |
9.0% |
-0.3% |
-5.2% |
-41.5% |
| Manhattan |
MANH |
$22.35 |
-1.7% |
-8.8% |
-7.9% |
-18.5% |
| Oracle |
ORCL |
$20.62 |
2.7% |
-6.0% |
-3.1% |
-4.8% |
| SAP |
SAP |
$57.48 |
-1.1% |
2.5% |
8.9% |
-2.0% |
| AIDC/RFID |
|
|
|
|
|
|
| Intermec |
IN |
$19.67 |
-7.7% |
-2.1% |
-8.6% |
-24.6% |
| Zebra |
ZBRA |
$28.99 |
-6.2% |
-7.1% |
-12.6% |
-20.6% |
| Transportation/Logistics/3PL |
|
|
|
|
|
|
| Burlington Northern |
BNI |
$98.34 |
-2.4% |
-8.4% |
1.0% |
21.2% |
| Canadian National |
CNI |
$51.54 |
-2.6% |
-1.9% |
7.5% |
-9.6% |
| CSX |
CSX |
$56.39 |
-5.0% |
-12.8% |
-9.3% |
32.1% |
| Expeditors International |
EXPD |
$36.17 |
-5.8% |
0.2% |
-15.6% |
-23.5% |
| Fed Ex |
FDX |
$81.56 |
-9.5% |
-1.5% |
5.6% |
-22.1% |
| JB Hunt |
JBHT |
$33.87 |
-6.8% |
-7.1% |
2.6% |
28.8% |
| Norfolk Southern |
NSC |
$69.93 |
-0.6% |
-4.9% |
14.6% |
34.8% |
| Prologis |
PLD |
$39.97 |
-5.1% |
-7.2% |
-25.7% |
-39.8% |
| Ryder |
R |
$60.98 |
-10.6% |
-5.5% |
-12.7% |
24.1% |
| Union Pacific |
UNP |
$73.27 |
-4.5% |
-12.7% |
-0.8% |
29.6% |
| UPS |
UPS |
$64.39 |
-4.9% |
0.4% |
6.7% |
-14.3% |
| Yellow Roadway |
YRCW |
$12.67 |
-19.9% |
-30.0% |
-13.8% |
-53.6% |
|
