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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (33026)	8/27/2000 5:46:31 PM
From: Mark Konrad	Read Replies (3) \| Respond to of 57584

Spirit, you also noted some tech news for NOVL which we all appreciated. Is UIS purely a value play in your opinion or do they also have new products/systems in the works? Thanks!--MK--

To: American Spirit who wrote (33026)	8/27/2000 10:33:10 PM
From: Sharck	Respond to of 57584

NOVL tough call-don't know what to think of them-keep trying to come up with a reason why they will regain status-it's hard to keep a good company down-even the most -srewed up companies often are very resilient-so I don't think they are out of the game, and they may come out a stud-but I can't put my finger on what will get them into stud status-but even at these prices-they don't need to be a stud-volume is picking up, and valuation is not outrageous-a solid quarter, and a few good analyst reports as well as some good strategic plays/positions, or potential acquisition discussions will move them up pretty quickly-but they need to change transmissions, not just gears and that is tough-they do however have strong installed base--tough call-probably worth a flyer but not a major position-there are likely better opportunities out there, but they could pop-they are at 2 year lows- remember digital- big boy - lost wind and never recovered--just don't know what to make of these guys-volume is being driven by something--what?, maybe that buy back suggests management knows something we don't. FWIW, I do have them under radar.