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Technology Stocks : Analytical Surveys (ANLT) computer maps

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To: tonto who wrote (1007)6/23/1999 10:37:00 AM
From: TLWatson59  Read Replies (1) of 1157
 
tonto: I have read the news release and come away with mixed feelings. On the one hand the five year fixed cost portion of the alliance is a big plus along with delivering a working crew in these days of labor shortages, especially in the high tech arena. As with everything else that ANLT does, this move is based on the longer term aspects of a business plan and I feel more than reasonably certain that it will be accredant to earnings. In addition it certainly strengthens their position in the global arena while simultaneously shoring up their much needed help in alleviating their labor situation domestically. On a strictly business level it appears to be a win - win arrangement.

What then would give me reason to have concerns? It is geographical and political. Of the many "hot spots" around the world the conflict between Pakistan and India plus the internal political strife in India itself leaves ANLT somewhat vulnerable to facing a rocky road ahead. On the surface,India like China, presents a potential for business development that defies description. Never the less the political history is something that should not be forgotten. India and their volatile neighbors remind me of active volcanoes. When they are quiet and peaceful all is well, but when they start to erupt look out.

In the end, if the $ investment risk is not that great proportionate to the total value of ANLT, I certainly would not hesitate to take the plunge in the hope that India wakes up to what can lie ahead for them if they can get their house in order and that should there be an explosion the asset risk will not dislodge ANLT from their position of Industry leadership.
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