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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?


To: Bruce A. Bowman who wrote (4471)4/13/1998 9:02:00 AM
From: OldAIMGuy  Respond to of 18928
 
Hi Bruce, Talking about Transfusions, I noted over the weekend that there's 4 telecom equipment suppliers on the "Worst Performers" list in Value Line this week after recent blood letting. Also, that "sector" has been weak for over a year on VL's Relative Strength rating. ADCT, DIGI (which I own) were two of them.

Following the "darkest before the dawn" theory, maybe these will start their recovery path soon. Although it's embarrasing to miss a run like Lucent has had, it's not nearly as bad as what will most likely happen when the market turn against it. DIGI's book value is twice that of Lucent's; its stock price is about 25% of LU's! Something's wrong here or maybe I'm just blind to reality.

Best regards, Tom