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.

Technology Stocks : Mapics, Inc. (MAPX) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Oegerle who wrote (58)	3/2/1998 1:46:00 AM
From: trilobyte	Read Replies (1) \| Respond to of 141

hello Bill, I guess we were doing the same thing yesterday... reading all the mapics posts on this thread. Fortunately, they're are not too many and most are short :) Congrats to those who spotted this bird @10 and are still holding. Why did this thing have to move 10% last week? Unfortunately, I won't provide much "technical" information about whether this company has a longterm competitive edge or not. Your point about it porting its platform to Windows NT, however, is important. well, I just received my value line investment survey, expanded edition and a little piece of information stood out: during the 3rd Q97, 46 institutions bought in and ZERO sold. That's a lot of buying here... Never saw such unanimous agreement, unless the split with marcam had something to do with this? However, according to Stocksmart, 13 institutions established new positions whereas 11 liquidated during Q4... 84% of oustanding shares were held by institutions. Now, I noticed this thing actually has a reasonable p.e.! (hard to find a software company in todays market that has a p.e. below 25!). This company has very nice profit margins 14-16% and no longterm debt. however, it's poorly ranked by value line at 4 for performance and 4 for technical, but who cares for past performance (unless you held the stock already). I further found another piece of information which I don't think was posted here... INSIDERS BUYING:H MITCHELL WATSON DIRECTOR Buy 5,000 $11 11/17/97 EDWARD J KFOURY DIRECTOR Buy 10,000 $9 07/30/97 RICHARD C COOK DIRECTOR PRESIDENT AND CEO Buy 100 $9 07/30/97 WILLIAM E FORD DIRECTOR Buy 5,000 $9 07/29/97 That's important! True, they bought lower than 15-16$ range, but they were buying, I'm sure, with the intention of a hefty profit... Now this seems to be an underfollowed stock, as previous posters have mentioned. At stocksmart site, I noted that only one analyst is following the stock, with a strong buy rating... Anyone knows who this might be and whether he's done a good job in the past of analyzing this company? Apparently, there were two analysts following this stock as of last week, but one (who had a hold) dropped out of the game... I see the estimate for next quarter is only 13cts/share...why so low? Growth, year over year seems decent at around 20-30%, and although the next Q seems traditionally weeker, could it be so much weeker? Does anyone know when they are to announce their next Q? you said you just discovered mapics... what caught your eye? Cheers, Trilobyte