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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (10818)	6/29/2000 8:19:00 PM
From: Paul Senior	Read Replies (2) of 78507

I consider OCLR a tech value stock. stocksheet.com Increasing year-over-year revenues, high ROE, ROA, little ltd., low trailing and expected pe. They have said backlog is increasing and they are having problems with "manufacturing constraints" biz.yahoo.com OTOH, several of the posters on Yahoo suggest the current price weakness is due to a quarterly earnings shortfall to be announced soon. OCLR had agreed to a buyout offer from Wesley Jensen for about $18 in stock. But that offer was overturned when Wesley Jensen itself was bought out. (OCLR just received a 'consolation prize' of $25M before taxes - not factored into the stock charts above.) If there are other strategic buyers out there, it's conceivable that OCLR, now @12, could go out at 18 or better. I am hoping this notion limits the stock's decline. Paul long a small amt.

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