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


To: Obewon who wrote (282)9/18/2000 11:55:27 AM
From: Obewon  Read Replies (1) | Respond to of 325
 
OPMR - Optimal Robotics Corp. (U), $39 1/4 Rated 1S1
FY00 $0.31E vs. $0.12A. First Call consensus $0.31
Kenneth F. Smith, CFA 404.266.6288
Initiating new estimates given recent assumption of coverage from prior analyst. High confidence in new
Q3 EPS estimate of $0.12 assumes 195 system installs and 25.4% gross margin. Potential upside on
installs.
Importantly, after visiting OPMR's facility in Plattsburgh, we are confident it is on track to bring
production in-house.
OPMR's U-Scan carousel product is performing extremely well, and has significant potential, in our
view. Early statistics from pilot stores and first-hand observation confirm enthusiasm for this product.
OPMR is in final testing phases with a major-non grocery retailer. This could develop into significant
source of growth over time, in our view.
Upside to new 2001 estimate of $0.95 exists on gross margin line as company benefits from internal
production. Affirm strong Buy rating.

Valuation Guy/Obewon