Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: Tom Allinder who wrote (7475)	6/9/1999 10:34:00 AM
From: BudLong	Read Replies (3) of 108040

TA, While AIGU's financial software efforts, ASP, and recent acquisitions look promising, what's up with these unrelated divisions, such as specialty materials? Are all of the 6 potential acquisitions in the applications field, or are they planning further diversification? Wondered if you had any insight into the business plan of this co. Regardless of the profitability of specialty materials and other divisions, the apparent lack of focus IMO reflects poorly on the overall operation, at least from the standpoint of strategic and business planning. Would be interested in any info you have on whether AIM is going to concentrate on the software/consulting/ASP side as a core business, and divest itself of the unrelated holdings. TIA, Bud

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