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Technology Stocks : Enterprise Resource Planning & Supply Chain Management
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To: Ally who wrote (32)2/4/2001 10:39:41 AM
From: Thomas DeGagne   of 54
 
Ally, at this time Geac is not in a position to acquire larger companies due to the valuation of the stock and their lack of cash reserves. However, I don't believe that further acquisitions are necessary. Geac has been built through acquisitions; now it's time to invest in operations and unify the organization into a cohesive whole.

Investing in technologies should be done through internal R&D and licensing agreements. Buying companies to address the latest latest technologies frequently results in clunky, patchwork products.

Geac has defined the vertical markets it is focusing on: apparel, construction, real estate, publishing, library management. These are major international markets and Geac has a leading position in them through a collection of major product lines. If anything, they should narrow their focus by selling off one of the smaller divisions and raise some cash. I would like to see library management be sold off for example. The proceeds would eliminate their debt problem and I believe the market would reward shareholders for that.

As far as I know Geac's service offerings are more than adequate: they derive most of their revenues from services and have purchased many service organizations over the years. Have you heard otherwise?

DSGX: I think the stock is extremely expensive and I see no reason why SAP, PSFT and other major ERP vendors couldn't develop their own transportation software. I have avoided the shares.
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