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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: SpecialK who wrote (10422)	3/23/1998 10:26:00 AM
From: Greg Jung	Respond to of 13456

<< where DIGI has warned that estimates are too high.>> that was my perception - maybe wrong. <<Estimates have been lowered by a number of analysts>> Usually means, they warned those analysts. So, certainly, worse news to come may be possible, and it is trading consistent with that. However in '96 they recovered easily back to 18 level from 14/low dip to 12 on a long-haul earnings forecast. So my paper position uses them to balance a short in LU - basically I'm saying, LU really is still mostly telecom, heavy overhead and not a Cisco. So far not a profitable set up to go short LU against ANDW, DIGI but its just a "what if" idea. Greg