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Technology Stocks : CAER. what's up.
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To: webster who wrote (26)2/20/1997 2:53:00 PM
From: Hugbo   of 79
 
Yes Caere is the dominant player in OCR. Remember that OCR is not perfect but that it is an improving technology, hence the need to upgrade regularly -compared to standard office productivity software which are already very good thus less need for upgrading.- Unit volume have been going up substantially in the past few years but average unit selling price has gone down. Equilibrium is thus slowly coming back between average selling price and unit volume, that is, increase in unit sales will more than offset decrease in price. It's a major change in the business model and these things can take time. Omniform and its Internet capabilities look very promissing. Remember that last year, Jetform paid Symantec 100 million $ for their forms software. Caere mkt value is currently 126 millions $. Or 2.3 times sales. Cheap. Well managed, conservative and cash rich. Internet should boost omniform awareness soon. Could see an interesting increase in sales ... and profits this year. Accumulate and be patient.

Bye
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