Boca research - Reawakening? Message Board

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Technology Stocks : Boca research - Reawakening?

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To: Mark J Trudeau who wrote (414)	6/2/1997 4:38:00 PM
From: Oliver Hellwig	of 640

BOCI seems to have honest management and their latest appointment of Arthur Wyatt to the board is just another example of their integrity. However, there might be some question as to their ability to recover from this industry wide problem. They are currently trying to expand their retail presence. This is a plus if they succeed but there is also the chance that their inexperience at the retail level will cause them to fail. In the past they made most of their money from their OEM relationships, and hopefully they are keeping those markets intact. However, I suspect that they are pushing for the retail market because of the deteriorating margins in the OEM market. So, there is a great deal of industry risk, but this is balanced by honest management that is able to show a great deal of fiscal restraint. I believe that their financial prudence will allow them to weather this storm. The company appears to be undervalued, and even if they don't become highly successful in their retail ventures, I believe that they can at least make enough money to justify a price higher than 6 1/2. Oliver

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