Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: judge who wrote (3244)	2/16/1998 3:53:00 PM
From: Brooks Jackson	Read Replies (1) \| Respond to of 78603

Re NCR -- agreed. They have dumped their unprofitable stuff and are concentrating on businesses where they are dominant or competitive players: data warehousing, ATMs, point-of-sale systems. There is a brief but informative thread here on SI. IMO they are through downsizing and are poised to begin a period of vigorous growth. Lots of innovation going on, such as ATMs that dispense movie tickets. The bulletproof balance sheet provides a good margin of safety.