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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (8566)	10/8/1999 3:57:00 PM
From: LauA	Read Replies (1) \| Respond to of 78497

Paul- NCR - I like it. I own it. (But I confess that I let it 'round trip' on me.) I think it could still get cheaper. Their revenue is not growing, but they are substituting higher value add revenue, and exiting commodity stuff. Everyone's looking for their DW to grow, but it's not doing so. My catalysts might be NCR Japan or the upshot from Seimens selling their ATM/cash register business. Unfortunately I don't see a market surprise to the upside, so I'm not buying here. Lau