Mapics, Inc. (MAPX) Message Board

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Technology Stocks : Mapics, Inc. (MAPX)

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To: Hoatzin who wrote (62)	3/2/1998 11:52:00 PM
From: Bill Oegerle	of 141

Kevin, Thanks for the comp charts... I would never have guessed that SUNW's performance over the past 50 months would be comparable to MSFT. I bought SUNW in June 95 for a (split-adjusted) $10/share, so I have a +350% profit in 32 months. STK was a recent buy, and it will look bad in a long term comparison since it is a cyclical stock. I bought in the low $60s a month or so ago. Anyway, back to MAPX. I agree with you that MAPX may not lose entrenched clients in the near term, but I am also thinking about where the growth is going to come from. Growth of 20% is not good enough in my book for a company that already has a P/E of ~20. The other ERP stocks have P/Es of 40-100 (BAANF's P/E is over 100!) ... but BAANF is growing at 50%. I guess I need to do some more homework on MAPX and the whole ERP industry. I have been looking for a software company to invest in, and maybe MAPX is it... --Bill

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