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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (7147)	4/6/1998 1:07:00 AM
From: Crossy	Read Replies (1) \| Respond to of 120523

Dear Judy, since I know You got some profound insight into the Y2K scene I would like to hear Your opinion on UCMP, a stock that was on one of the watch lists on this thread thru the last weeks. To sum up my stance (should give You my bias <G>, I know that the street is currently valueing the "body shop" comps like SYNT to a high extent. OTOH the "tool shops" like PTUS, ALYD, DDIM got punished. For me the sector is overvalued in terms of PSR rating. Only exception being UCMP which has a nice PSR ratio and is profita le also. It's no body shop, that's fine with me. I don't believe it's innovative to outsource STRATEGIC resource. Better control them with a little help from outside. The only weakness I see is that UCMP is big into AS/400, for me a prime target for corporate downsizing strategies (reduce the big blue dependence <G>). But, it also got some Unix products. What I don't see are Windows NT platform ports. Any info regarding this ? It looks very attractive on valuation but I would like an expert opinion like Yours.. regards CROSSY