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

To: Wallace Rivers who wrote (13881)	2/8/2002 12:42:07 PM
From: jeffbas	Respond to of 78748

Wallace, I took a casual look at OPMR. It looks like sales are flattening out. That would be a critical investment issue, if true. It looks to be selling at 20 times last quarter's annualized results. That is probably reasonable unless major additional sales growth is ahead. The patent suit is an issue I can't quantify. Solid balance sheet. The chart looks kind of poor, with the stock going from nothing to the 40's and then trending down except for a blip last year. quote.yahoo.com

To: Wallace Rivers who wrote (13881)	2/8/2002 7:18:52 PM
From: Paul Senior	Respond to of 78748

Wallace, I've used the NCR auto. checkout at KM. Here's an article relating to that product: dailynews.yahoo.com (I occasionally follow NCR, but right now, the stock is too expensive for me.)

To: Wallace Rivers who wrote (13881)	2/11/2002 10:11:53 PM
From: Bob Rudd	Respond to of 78748

OPMR: I like the concept of the business a lot. Retail productivity has lagged dramatically and ATM's provide somewhat of a glimpse of the future. I'm not concerned about a sales pause in the light of what, until very recently looked like a disasterous retail season. Capex budgets tend to be driven by profits and the outlook for profit has been pretty poor for most retailers. Of greater concern would be the competitive threat by NCR [Which I've owned but don't currently]. NCR's Retail Store Automation [RSA] biz is around $1.3 Billion, where OPMR's ttm is <$0.1Billion. This is NCR's sandbox. They have position in the mind of many customers as THE trusted vendor for this type of stuff. They can use package selling approaches to muscle out rivals the size of OPMR. In short, OPMR must beat them strongly in the performance/technology department to survive and thrive. I'm not sure they're up to it. But if they are, the payoff could be large. One possibility is that NCR chooses to coexist in order not to have gov't issues on monopolistic competition. A duopoly where the 'partners' dance well together can be a good thing. Here's what recent units look like: fashionwindows.com fashionwindows.com Insider selling has been consistant and aggressive, but mostly at higher levels. There's considerable shorting, too. Negative cash flows are to be expected at this early lifecycle stage. They have $5.70/share in cash and no debt, so survival isn't a near term concern. All and all a mixed bag that deserves a closer look.