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Technology Stocks : Optimal Robotics Corp. (OPMR)
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To: J_W who wrote (247)7/25/2000 5:49:37 PM
From: Thean  Read Replies (1) of 325
 
Jim,
The U-Scan installation number growth is as impressive as ever. Now I have

1Q 115
2Q 158
3Q 217 estimate based on in line growth rate of 37%.
4Q 160 estimate with seasonality adjustment
------
total 650

This would easily exceed the estimate made 2-3 Q's ago of hitting 500 installed by the end of the year. If this year is the installed base ramp story, next year should be the earning ramp story. I'm surprised they got their NY plant on line 6 months prior to roll-off. They may take some overhead cost hit the remaining of this year but if their rev growth rate continues at the present clip they can easily absorb the expenditure without raising investor's eyebrows. I would definitely want to be in the stock prior to the earning ramp next year.
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