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

To: Esvida who wrote (152)	1/3/1998 5:14:00 PM
From: Mister T	Read Replies (5) \| Respond to of 379

Wow, I go on vacation and all of a sudden their are some very interesting discussions going on that I'm missing out on. First of all I work for NCR and also hold 4000 shares. I don't see NCR getting out of the Server business. I know that they are emphasizing Datawharehousing and Services but their Server market is relatively healthy and they have just recently come out with some new products like the 4700 MP Server which is being OEM'd by Sequent and DEC. They outsourced their manufacturing, but they didn't outsource the R&D staff that design their new servers. I think NCR is focusing their business and concentrating on areas that they do best. I think NCR will shrink a little more before they grow. The 2-4 yr estimate I believe is a good one. The retail and financial industries which include POS and ATM's is also very healthy and should see growth soon especially in areas of Electronic Commerce. Our NT business (services and servers) is also strong. The sense of urgency to leave the gate running in Q1 has been emphasized and reemphasized throughout the company as of lately. We have already wrote off this past Quarter. I think we will make estimates. Also, I think it is important to note that NCR went through a major restructuring in Q4 and they are still expected to make estimates. That to me is impressive. I think Q1 will be strong. Mister T.