SI
SI
discoversearch

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 : MAPINFO: Any Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Elvis Jones who wrote (194)12/15/1999 12:29:00 PM
From: Alan A. Hicks  Respond to of 225
 
Good News for ORCL = Good News for MAPS. MAPS is in a strong position to benefit from their relationship with ORCL to supply spatial analysis applications for Oracle's Oracle8i database. Oracle yesterday reported very strong growth beating earnings estimates with EPS up 27% and revenues up 13%. But, what was key for MAPS was applications software revenues grew 31% and within that (CRM) customer resource management software grew 300%. This is exactly where MAPS is positioned with CRM applications as well as the very rapidly growing applications aimed at the telecom market. MAPS could not be better positioned for growth and riding the success of Oracle8i. But, with MAPS you are getting a company at a capitalization less cash at just over 2x revenues versus Oracle at 14 times revenues while MAPS earnings and revenues are growing twice as fast as Oracle. It looks like MAPS is just being discovered as a growth story and has a long way to run.



To: Elvis Jones who wrote (194)12/16/1999 11:44:00 AM
From: Luce Wildebeest  Read Replies (2) | Respond to of 225
 
Duke I've been painstakingly trying to figure out whether or not to purchase more MAPS at this level to take advantage of the split. I was thinking it could be a value play in my wife's IRA,there's cash in the IRA right now because of a sell. I would like to hear your POV on this. Does the split make it more attractive? Thanks, Niv