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Technology Stocks : NCR Corporation: An AT&T Spinoff -- Ignore unavailable to you. Want to Upgrade?

To: Shibumi who wrote (149)	1/2/1998 4:44:00 PM
From: Dan Packer	Respond to of 379

Perhaps I am missing something? A most attractive part of NCR to me is their POS and ATM business. That they make a good server and are a featured db-dw Co is a bonus. It would seem to me that these days you look at the hardware and manufacturing as a commodity business. It's buy versus build, and NCR is making those choices. The value would be as a system integrator, using off-the-shelf parts if possible. I'm not sure that Sun is in any position to put bullets into folks. Seems to me that they could use more friends right about now. I read the NCR deal as just such a rapproachment, not more of their AK-47 macho BS.