Manhattan Associates, Inc. (MANH) Message Board

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Technology Stocks : Manhattan Associates, Inc. (MANH)

MANH 172.54

+0.4%

12:03 PM EDT

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To: Robert Scott who wrote (12)	5/8/1998 10:22:00 PM
From: Carl van Rooyen	of 19

Major increase in 1Q revenue is great news... IMO the -.02 is not a big deal and today's activity reflects that. My broker thinks a lot of traders sold off just prior to earnings release without any real clue of what to expect. I'm chewing on a little more margin than usual for me, and was just a tad nervous watching all the sells yesterday. Positive thoughts...This week I spoke with the CFO, Mike Casey, and he seems very sharp, and candid. He has been with two other major software companies, and I believe him when he says he is in this one for the long haul. BTW, the company told me earlier this week to expect the earnings release at 4:30 pm on 5/7/98. This may seem like a trivial point, but the wire lists the release promptly at 16:30. That sort of attention to detail, however seemingly insignificant, has always impressed me. I am optimistic about seeing one or two buy recommendations in the very near future. Good luck to all longs. Shorts begone.

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