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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (1878)	9/2/1997 6:38:00 AM
From: Jeff Maresh	of 78954

Hi Paul - NCR is based in Dayton which is just down the road from me and I know some things about the goings on within the company. The people I talk to are pretty enthusiastic about the new management and believe they they will FINALLY turn the company around. Somebody discussed the company as a value stock within the past 2 months on some CNNfn or CNBC program but I can't remember "who" or "where". They stated that if you add up NCR's other businesses, you get the computer business for free based upon the current share price. As for thin margins, this works towards your favor in a turnaround situation since small improvements in margins have big earnings affects. I am still a bit skeptical at this point simply because they've been down for so long. Even with good management, it takes time to change the corporate culture and attitudes at the grunt level and it might never happen. DEC is a good example this. Regards Jeff

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