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Technology Stocks : Optimal Robotics Corp. (OPMR)
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To: Stu Bishop who wrote (140)1/22/2000 7:33:00 PM
From: Thean  Read Replies (1) of 325
 
Stu,
First, I don't have a personal view of OPMR's future earning and don't know when earning will be out. Traditionally, OPMR has been tight lips about their earning release date. I think earning projection is not a right measure for a company like OPMR. This is a company we know that is in the executional phase of their business cycle currently. The growth for the self checkout market is probably on the second year of a 4-5 year phase before it becomes saturated or beginning to face obsolescence. And OPMR is the undisputed leader in this niche. The drivers for OPMR's stock price are:

1. Continued orders from existing clients;

2. New orders from new clients;

3. New business development in particular through using U-Scan leverage points. We can only speculate for now but the CEO did hint on a possible ad avenue source from using the U-Scan stations;

4. Sign of continued excellence in product cycle execution (from manufacturing to installation to post-instalation services);

5. New business partnership especially in accelerating their growth internationally;

Some risks include:
1. Mis-managed response to challenges from new and better products from fierce competitors (this is to be expected in any marketplace);

2. Product obsolescence sooner than expected and the company loses its technological edge;

3. Executional mishaps in managing the growth of the company.
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