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


To: OldAIMGuy who wrote (6706)1/26/1999 2:42:00 PM
From: JZGalt  Read Replies (1) | Respond to of 18928
 
I guess I can't own them all!

Always another bus. Remember GALTF? It got whacked the other day and is now sitting at $22. This is an easy 50% in 12-18 months assuming the market doesn't melt. Problems are behind the company. Earnings estimates being raised, yet the "market" prices this one down from $29 to $22. Dumb money selling (I hope).

You own Cognex right? How about ASYT? If you can buy in the low $20's this is a very good long term hold (or AIM). Ran up a bit today off of oversold conditions and upgrade by analyst, but worth keeping an eye on. How many times can you buy a company which has 80% of a vital technological market?

Asyst Technologies Inc. (ASYT) 24 7/8 +1 1/4: Adams Harkness upgrades manufacturer and marketer of material tracking products and factory automation solutions from "market perform" to "accumulate" as company likely to receive at least on order of $30-$40 mln from at least one customer in the next 3-4 months; if past spending is any indication, automation projects are likely to be a significant portion of capital spending.....

If you folks are interest in what this company does, I'll write a short piece later.

----
Dave

PS, I know the feeling about lack of funds. I could have bought both GALTF and ASYT for under $10 this October, yet could only choose 1. So far it is a crap shoot on the choice, but both are up more than 175%.

PPS, Figures... I mention DLGC's nice gains and someone starts to sell. Off almost 3 points from the high today...



To: OldAIMGuy who wrote (6706)1/29/1999 12:55:00 PM
From: JZGalt  Read Replies (1) | Respond to of 18928
 
Tom,

Guess what. Looks like the market gods are going to give you another shot at DLGC. Now down to $25 and change. ;-)

Downside is $5 and upside is $15. Those are odds I like.

----
Dave