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Technology Stocks : Manhattan Associates, Inc. (MANH)
MANH 228.41-0.3%3:15 PM EDT

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To: Michael Berkel who wrote (1)4/21/1998 7:55:00 PM
From: jeanne sullivan  Read Replies (2) of 19
 
CLYS is very undervalued vs. the expected MANH value. Couple that with the fact that CLYS was the first company mentioned in MANH's S-1a filing with the SEC as a primary competitor and it doesn't take much to figure out that CLYS is going to be the big winner here.

At least it's stock will be...

If MANH comes out at $10, it's revenue multiple will be 7. But recent articles suggest it will come out at $15, a rev. mult. of 10.5. Despite it's recent runup, CLYS' is still only 3. To get to the same multiple as MANH, CLYS' stock will have to hit $42+. I'll be VERY happy with just half of that !
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