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Strategies & Market Trends : Value Investing

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To: Jeff Maresh who wrote (1679)	9/2/1997 12:20:00 AM
From: Paul Senior	of 78955

Jeff and anyone else: looking for feedback on NCR Could this be another SGI type (or another Lucent)? PSR is .5 range. The key point: A large cap, possibly unpopular stock with a Ken Fisher acceptable PSR. Price about $35/sh. Co. has strong niche in several areas (such as ATM, data warehousing) $10/sh in cash, minimal LTD. Weaknesses: no earnings, possible high P/BV. Maybe old - too old technology? Also customer services and data services are 43% of rev. These seem to have "thin" operating margins. (ref: IW 6/9/97, p.154) Anybody have an opinion that this stock could be 50% higher in 2 years? Paul

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