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

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To: JZGalt who wrote (6656)	1/18/1999 5:24:00 PM
From: OldAIMGuy	Read Replies (1) of 18928

Hi Dave, Thanks for your thoughts on LU/ASND. I've had such a great time with ASND, I sort of hate to give it up. Now I'm having to meet the whole family! Sometimes we marry into a good family and sometimes not. I gave up DIGI last year because I didn't want Alcatel shares. That's proved to be a good move. My concern is that LU - the old Western Electric - doesn't have enough book value growth or sales growth for my liking. Value line shows them rising about 60% in sales over the next 3-5 years. Not a double, but maybe not all that bad, either. The overall problem has been that most phone companies put their orders on hold at the same time and this just kills the equipment guys periodically. I had over ten years of history with DIGI to prove that! Best regards, Tom PS: One more from Phil in NJ: "You know you're an AIMvestor if.... ....when asked for your religious affiliation, you check AMISH - mistaking it for AIMISH."

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