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Non-Tech : Omniquip Intl. (OMQP) -- Ignore unavailable to you. Want to Upgrade?

To: Jonathan Cleveland who wrote (37)	2/7/1998 9:33:00 AM
From: OldAIMGuy	Respond to of 93

Hi JC, I run my investing like a warehouse. I inventory stocks with the hope that demand will increase to where I can sell some and reduce inventory. Price goes down, I build inventory. For those that are attracted to the stocks, they have to buy shares from someone, and I'd like it to be me! ;-) I'll keep my risk level at a pretty steady level (in dollars) no matter how high the price might rise. I increase my risk only when the price retreats. Best regards, Tom

To: Jonathan Cleveland who wrote (37)	2/10/1998 11:42:00 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 93

Hi JC, I attended the shareholder's meeting in Milw. today and it was nice to meet the various members of this company. The talk centered around several different topics: 1. Demographics show a labor pinch in construction and OMQP's products are labor saving. 2. Demographics show that the bulge of 40-50 year olds are in their prime spending mode and that includes new construction - again in OMQP's product mix. 3. Purchasing and manufacturing savings with "synergies" on new acquisitions. 4. Cash flow from business is good for continued production equipment improvements and external expansion (acquisition). 5. OMQP now represents 40% of the total market for equipment in the under 130 Hp design. 6. Lease programs now represent a significant portion of total business. 7. Independent dealers are their main point of sale and they represent the bulk of all equipment sales in this horsepower range. 8. Productivity gains can be expected in the newly acquired Lull and Snorkel divisions. Best regards, Tom