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Strategies & Market Trends : Value Investing
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To: Jeff Maresh who wrote (1886)9/2/1997 11:36:00 PM
From: Paul Senior   of 78953
 
Jeff/Justin: Thanks for responses. I've decided to purchase NCR.
I see it as an excellent PSR play with some good opportunities:
1. Improve the margins.
2. Spin off or improve the laggard operations.
3. Opportunity for stock to be accumulated by large-cap mutual funds if mgmt. can deliver results.
4. Opportunity for mgmt to reduce costs, reduce ATT bureaucracy.
5. Market strength in several growing areas.

Of course, lots of negatives as mentioned. (I think the NCR/ATT mindset/culture might indeed be the big issue.)

Paul
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