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   Technology StocksManhattan Associates, Inc. (MANH)


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To: DD™ who wrote ()4/19/1998 3:42:00 PM
From: Michael Berkel
   of 19
 
Just read about MANH in this week's Barrons. Although the company has warned that they cannot sustain the present growth, this issue may pop at the opening and investors have to pay a steep premium.
How attractive is this puppy and what would be a fair value?
I did not read the prospectus. Comments anyone?

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To: Michael Berkel who wrote (1)4/21/1998 7:55:00 PM
From: jeanne sullivan
   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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To: jeanne sullivan who wrote (2)4/23/1998 10:25:00 AM
From: fred douglas liebling
   of 19
 
Thread: does anyone know when this issue begins to trade? This negative enviornment for erp stocks could be an OPPORTUNITY!

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To: fred douglas liebling who wrote (3)4/23/1998 2:20:00 PM
From: Jin Chun
   of 19
 
Usually new ones come up Fri 11-12pm...

Jin

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To: jeanne sullivan who wrote (2)4/23/1998 2:31:00 PM
From: William F. Wager, Jr.
   of 19
 
Trading began today. Now @22 1/2. Day Hi:26

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To: William F. Wager, Jr. who wrote (5)4/23/1998 5:29:00 PM
From: Jin Chun
   of 19
 
Well, the price looks okay at ~21.
What do you guys think? Anyone think of graping some at ~21?

Jin

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To: Jin Chun who wrote (6)4/23/1998 8:14:00 PM
From: William F. Wager, Jr.
   of 19
 
Close 21 7/8...I'm watching and waiting.

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To: Jin Chun who wrote (6)4/23/1998 8:21:00 PM
From: fred douglas liebling
   of 19
 
Just try to imagine how well this ipo would have done last week when manu and sap soared into the great beyond; whereas today they had their debut in the ashes of a suddenly fallen sector! Even with the great article in Barrons, this one fell off the radar screens, and therefore I think those of us who bought today are gonna be real happy a few weeks, or even days,from now when the buy recommendations come out! This one's gonna fly with the rest....I just don't think a big bump like today is gonna derail this sector; earnings are still very real and very amazing. Certain momentum players run in and out but the EARNINGS of companies like PSFT, SAPHY, MANU, are real and their high PE's are the premium. good luck, fred

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To: fred douglas liebling who wrote (8)4/25/1998 8:29:00 AM
From: rmagrino
   of 19
 
I got in at the close of the first day (better than buying at the opening!). With real earnings, this one has a good chance to go much higher in the short term.

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To: rmagrino who wrote (9)4/28/1998 6:40:00 PM
From: Feraldo
   of 19
 
Real earnings are right. I am downright impressed. I won't buy IPO's though. I give them two weeks, then I'll buy if they stay in this general trading area or thereabouts. Jeanne mentioned CLYS (the competition). Well I sold CLYS and I am reserving that money to buy MANH, because of the valuation she forced me to do between the two. CLYS obviously does not have the stuff.

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