Silicon Investor (SI) -- The First Internet Community

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.

Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (3906)	2/6/2001 3:12:01 PM
From: Lane Hall-Witt	Respond to of 6445

Dave -- MANH: This is a strong company, but I don't follow it that closely. I'd be more interested if software sales made up a higher percentage of overall revenue. As it is, they only get about 15 percent of their revenue through software fees, the rest coming from services and hardware sales, both of which have lower margins. In addition, MANH also guided below current earnings estimates, meaning there could still be analyst reductions ahead. I'd also be more interested if it traded a little more heavily; as you noted, it's very thinly traded. This said, if you could catch it on a mo-mo move, you might make a bundle: small float and significant short position. Among software companies, I personally would prefer MACR (ALLR), ADBE, and eventually (when they've based) ARBA (AGIL), RNWK, and VIGN for position trades.