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Technology Stocks : Supply Chain Management Software

MANU 15.86

-1.0%

Dec 26 9:30 AM EST

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To: LarryS who wrote (60)	8/15/1997 11:07:00 AM
From: Dave	of 86

AMSWA 's IPO of Logility is breaking it apart from American Software. It will be it's own company, trading on it's own. It's price is unrelated to the AMSWA stock price. It's price is reflective of the number of shares issued versus what the new Logility company is worth (revenues and earnings). The question should be is Logility more profitable than it's competitors MANU and ITWO. What will be Logility's PE? And how does that compare to MANU and ITWO? I assume this will be in a prospectus from Logility when they actually do the IPO. MANU's issuance seems to be just a dilutive move. BUT if investors are willing to pay the same price for a smaller share of the company it doesn't really matter. It's worth what ever somebody will pay.

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