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To: JeanD who wrote (41462)1/28/2002 3:08:25 PM
From: Dave Gore  Respond to of 208838
 
MIR ALERT- P.E. is historically very cheap @ 6.30. In fact, it has never been this cheap and was 20+ last summer.

They need to overcome fear and get the multiple back that they deserve. HAL did a good job recently, I think they can too. Today a C.C. is going on to clarify accounting to analysts and I am listening. On thursday they have their C.C. and earnings.

The call options are very interesting. The MIRBV (Feb 12.50) are near 65 cents. Sure, they are risky but still interesting. These are the types of stocks that one can do well on if the cards fall. Technically weak stocks like this have the most to gain at earnings time.

BTW - HAL Feb 10 call options peaked at a 600% gain.



To: JeanD who wrote (41462)1/28/2002 3:26:19 PM
From: mph  Read Replies (2) | Respond to of 208838
 
MANH:

siliconinvestor.com

I picked up a little in anticipation of its presentation.
It is a good little trader.

M



To: JeanD who wrote (41462)1/29/2002 5:07:37 AM
From: SirRealist  Read Replies (1) | Respond to of 208838
 
Careful on MANH:

Manhattan Associates sees Kmart bankruptcy impact

MONDAY, JANUARY 28, 2002 6:52 PM
- Reuters U.S. Company News

ATLANTA, Jan 28 (Reuters) - Software company Manhattan Associates Inc. (MANH) said on Monday it expects to report up to $5 million in negative pretax impact to its operations during the fourth-quarter due to the bankruptcy of discount chain Kmart Co. (KM) .

Manhattan Associates said that figure represents mainly its accounts receivable from Kmart and anticipated direct expenses. But the company said it anticipates no significant negative impact on its 2002 operations.

Manhattan Associates shares closed Monday trading down $1.76, or more than 6 percent, at $25.94 on the Nasdaq.

REUTERS

Rtr 18:52 01-28-02