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Strategies & Market Trends : Low Price/Cash Ratio Value Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (166)	6/6/1999 9:57:00 PM
From: MCsweet	Read Replies (1) \| Respond to of 1931

Bob, I am still holding OPTS. Last quarter's report looked good to me. Until I start to see poor financial results, I will hold. (Will of course also sell if price outstrips fundamentals.) Unfortunately, I am grossly uneducated about the dynamics of their competition and don't really have the time or ability to make a good call on that end. However, looking at all the products of these Smoothie and Health Food stores, I figure that healthful food additives may have some growth left. (However, I don't know whether OPTS contributes to products sold in these particular stores.) I also would suggest someone take a look at CDEN and SEEC. Unfortunately, I haven't had time to go through them in depth, but I wanted to make a small contribution to the board. SEEC is a Y2K software company that needs to reinvent itself, but it is selling below cash value. CDEN manages dentist offices, has a fair amount of cash, and has decent earnings. I haven't dug far enough to figure out why it is so cheap. MC