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Technology Stocks : Refac (REF-ASE) Int'l. Tech. Transfer

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To: Jimmy Dell who wrote (343)7/19/1998 5:11:00 PM
From: Mark Carson  Read Replies (1) of 367
 
I've been looking into this company. It looks real undervalued and unrecognized. I like recent settlements with NOVL, Hayes, and ZOOM. I like the Lucent deal and the Microsoft arbitration coming up. Potential there for a real money maker. Also, they have hired a PR firm now to help get themselves recognized. This is a diamond in the rough with great potential.
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I agree - this stock is the single most exciting for upside potential in my portfolio. However, they do have some inherent problems to get past. Most significant is their lack of 'growing the business' in the past. If Tuchman hadn't taken over a few years ago, I wouldn't touch this stock with a 10 foot stock certificate. :)

Mark
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