Optimal Robotics Corp. (OPMR) Message Board

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Technology Stocks : Optimal Robotics Corp. (OPMR)

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To: Sir Auric Goldfinger who wrote (233)	6/20/2000 5:15:00 PM
From: Obewon	Read Replies (1) of 325

<<Valuation guy?!?! Did you fully read the GKMC report? 111.X 00' P/e? and 35.1 X 01' which NFW will happen. Bloating inventories>> And your point would be that a 111 P/E ratio is overvalued for a company that is expected to see over 200% earnings growth this year, correct? Maybe you're right - but I'm betting my money that you are wrong - that's why I'm long. NFW- Well, the company has already made $0.15 in first two quarters of the year and is expected to make $0.11 in the third quarter - so essentially the company needs only $0.04 in Q4. I see this as reasonable since, as you pointed out, inventories probably will increase due to the manufacturing changeover, jettisoning PSC. And I expect that getting out from under the PSC contract will increase the Company's gross margins so that 200% earnings growth is achievable in 2001. So far none of the earnings models even reflect non-US growth that becomes possible through the new UK agreement. Valuation Guy/Obewon

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