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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: OldAIMGuy who wrote (6467)	12/23/1998 10:51:00 AM
From: JZGalt	Read Replies (2) of 18928

I own ADCT and ASND, and two chip makers that participate in some fashion in supplying such companies. Both of these are fine companies, although ASND has this habit of shooting themselves in the foot every so often and causing the stock to swoon. Not good for long term holders, but AIM'ers should do fine. ADCT seems to get whipsawed about twice a year while turning in consistantly good earnings. Disappointments are exaggerated here on the downside while euphoria seems constrained. I've been trying to buy ADCT for quite some time (I'm cheap so I don't buy at market), but I want a substantial position before the summer months. For those of you with zero exposure in the area, ADCT is the cheap stock right now, but is unlikely to remain that way. The networkers ran away, the communications chip stocks ran away, but somehow ADCT got lost in the shuffle and is quite reasonably priced relative to recent lows and next years eps guesstimates. Tom, take a look at DLGC also. Not internet related per se, but a good company allied with CSCO in a growing area (fax over internet). ---- Dave

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