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Technology Stocks : Enterprise Resource Planning & Supply Chain Management
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To: bob zagorin who wrote (9)1/24/2001 1:12:01 PM
From: Thomas DeGagne  Read Replies (1) of 54
 
I think MANU is very expensive for a marginally profitable company. I believe a software company growing 64% y/y should be very profitable.

Software companies don't need to spend money on factories or inventory so when growth accellerates it should drop straight to the bottom line. If it doesn't they are probably spending too much on SG&A. The exception would be a small company that is spending a very high % of Revenues on R&D. MANU is not small and has been around for quite a while.

So in summary, this is not a stock that I would buy unless you are a momentum investor.
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