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Strategies & Market Trends : Value Investing

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To: judge who wrote (1884)	9/2/1997 6:05:00 PM
From: Jeff Maresh	of 78954

Justin - Re: NCR - I disagree with the comments made by Morgan Stanley regarding NCR and their foray into data warehousing. I spend a considerable amount of time working with Oracle for big comapnies and I know at least one company that has a Teradata system that is ready to boot it out the 15th story window because of horrible performance and reliability. My bet on data warehousing is SGI that now hosts 9 of the 12 Petrabyte-sized databases in the US and hundreds of smaller ones. NCR isn't even on people's RADAR screens. Interestingly enough, Morgan Stanley recently bought a pretty big SGI system to run their operation having had several smaller SGI systems in the past. However, some of the points they have made are pretty good - like the clean balance sheet. IMO a great move for NCR would be to dump Teradata and grow the rest of the company. I'll play devil's advocate here but I'm willing to look more closesly at it. :-) Regards Jeff

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