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

To: Bob Rudd who wrote (8696)10/20/1999 6:59:00 PM
From: Bob Rudd  Respond to of 78498
 
NCR - Initial nibble @28 without great conviction. Beat estimates by 25% and looking at 2.54 earnings in 2000 with average 5 yr growth 22%.
Those estimates after recent downgrades. I don't have a good feel for NCR's business, but I get a sense they're in a turnaround with some crosscurrents...but earnings improvement indicates positives are outweighing neg's. I would expect to add to this at lower prices as I get to know it better [or bail]. Comments appreciated.
bob



To: Bob Rudd who wrote (8696)10/21/1999 2:43:00 AM
From: LauA  Respond to of 78498
 
Bob - The NCR quarterly report gave me comfort to the downside. The issue of DW and its 'challenges' shows why I did a round trip with the stock, and continue to hold. You won't see multiple expansion until revenue starts to grow. Huge retailers like WalMart use TerData. If Yahoo, DoubleClick, AdForce (CMGI), or one of the on-the-fly e-tailers start to use it for data mining, the category explodes.

Lau


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