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Technology Stocks : Optimal Robotics Corp. (OPMR) -- Ignore unavailable to you. Want to Upgrade?

To: J_W who wrote (171)	2/24/2000 5:25:00 PM
From: Thean	Read Replies (1) \| Respond to of 325

Jim, OPMR installed 64 U-Scan in the 4th Q which exceeds the expectation of GKM's 51 (think this is right). Now, some quick calculation. For 1999, their total rev is $29,634,246. Divide this by the number of U-Scan system installed (288), we have an average installed price of U-Scan to be $102,896. Now, multiply this price figure by the number in the backlog (457 minimum), we have $47MM guaranteed. Now, if I can find their margin (which I don't remember their ever being released), I should be able to work a projected earning per share. I bought more at $43 today. Also, the secondary offering of 600K shares is less than I expected from the officers. This is great news as now they have communicated their intention to file to sell more shares (less than I expected anyway) in mid-March, removing the uncertainty as to the size of the insider sales. Overall, full steam ahead. Today we got 15% spike from the $40 3/4 level. Since this is a fresh breakout and with the news release today, I think a 20% spike from $40 3/4 is a reasonable top short term. A consolidation back to $41 would be very healthy. Hopefully, we trade in the 41-50 band for a month before breaking further out. Hope I'm wrong on the short term upside ceiling though. <GG>