Mapics, Inc. (MAPX) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Mapics, Inc. (MAPX)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Hoatzin who wrote (60)	3/2/1998 1:53:00 PM
From: Bill Oegerle	Read Replies (1) of 141

trilobyte/Kevin, trilobyte asks what caught my eye about MAPX.. and I have to admit that initially it was the low P/E. Kevin says that he doesnt think P/E alone is a very useful stock picking tool, and I will agree that it is not when used "alone". However, I usually use P/E to find stocks that are either not appreciated or underfollowed. After doing some research, I will then buy depending on whether or not the company has a niche, or is somehow superior to their competitors. My biggest holdings are SUNW, CPQ and STK (which all have P/Es of 17-25. Personally, I do not like buying high P/E stocks (like MSFT). So, my first worry about MAPX was that it had some old IBM technology and was hanging on for dear life... and about to get blown out of the water by SAP, BAAN, etc. I am still a little uncomfortable about what I have read... I wish the upgrade of MAPICS XA to Java/ client server was not so far away. Will MAPX's client base patiently wait while MAPX takes the next 1-2 years to convert to client/server? Or will they defect to competitors? --Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next