WMS Industries, Inc. (NYSE:WMS)

josephhudetz (56.36) Submitted: 4/19/2007 2:47:06 AM : Start Price: $27.28 WMS Score: -18.54

STAY WITH HIT

MCKInate (97.36) Submitted: 3/18/2007 12:27:54 AM : Start Price: $26.23 WMS Score: -20.43

VL

whitedogblack (< 20) Submitted: 1/10/2007 1:18:34 PM : Start Price: $24.85 WMS Score: -15.45

williams has inovated aggressively and taken floor space at almost every casino the last two years.

NetscribeGames (44.78) Submitted: 12/22/2006 7:02:51 AM : Start Price: $23.68 WMS Score: -10.52

“High Stakes Higher Rewards” WMS Industries, formally known as Williams Electronics, was founded way back in the mid 40’s. It designs and markets gaming machines and video lottery terminals. The company has offices spread in various parts of the globe, however over 90% of its inflows are derived from the domestic US market. Its major revenue is derived from sale of machines to casinos that contribute around 60%, while the rest is provided by gaming operations, which include amount received by means of participation and lease rental. WMS’s licensed games include popular titles like Monopoly, Scrabble and Hollywood Squares.

The company is witnessing a great bullish phase. Over the past year the stock has risen by over 50% reaching to an all time high of $36. It’s backed by the rise of WMS’s market share from a mere 8% few years ago to a healthy current share of over 20%. However this might just be the tip of the iceberg. The Pennsylvania market provides a major scope, with opening of six new casinos and huge capacity of 61,000. This figure is significant as in the past only around 80,000 new machines were sold across the US annually. Further, the casino industry is going through a replacement cycle, where existing slots are being replaced by modern server based technology, as we are seeing in Florida based tribal casinos. Considering company’s recently released slot games under the Monopoly and Top Gun names and unique server based technology that allows casino operators to control their slot machines from control rooms, the replacement trend will be a major boosting factor in the coming years. Adding to it WMS’s growing margins, healthy market conditions and expected resumption of sales to Russia by 2007, will surely act as positive factors taking the stock even further.

frankiesfund (< 20) Submitted: 12/12/2006 1:06:42 PM : Start Price: $24.04 WMS Score: -12.24

high tech slot machines, totally interactive, with casino growth outside of china they should be pumping out machines for years

eldestFLeTcH (97.51) Submitted: 10/24/2006 10:19:43 AM : Start Price: $21.37 WMS Score: -4.39

just following the all-stars

rlhamburg (68.14) Submitted: 10/18/2006 1:37:44 PM : Start Price: $20.68 WMS Score: +1.18

Company unable to compete with IGT, Aristocrat and Bally except to maintain the market share. No growth in site.