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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (8696)10/21/1999 2:43:00 AM
From: LauA   of 78661
 
Bob - The NCR quarterly report gave me comfort to the downside. The issue of DW and its 'challenges' shows why I did a round trip with the stock, and continue to hold. You won't see multiple expansion until revenue starts to grow. Huge retailers like WalMart use TerData. If Yahoo, DoubleClick, AdForce (CMGI), or one of the on-the-fly e-tailers start to use it for data mining, the category explodes.

Lau
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