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Non-Tech : Simula (SMU)
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To: Noblesse Oblige who wrote (1621)6/11/1999 3:02:00 PM
From: Jaime H. Ayalde  Read Replies (1) of 1671
 
N.O.,

< I think he (it!) is the only seller in the market, >

Wow, if (it!) only knew that Jr.(MM) has him holding stock until it is ready to be owned. (GR)

Go for the volume? Climb the wall of worry?

Have you been following the Breed saga? And to imagine BDT is experiencing record revenues and a record backlog. The reorganization should involve many, ie Siemens, TRW, Delphi etc. I can not help but believe it should be a positive event for the industry. All are manufacturing at a loss for whatever reason. These (our) companies need to be compensated for the risk they are taking, maybe with BDT out of the way pricing will swing to the producers from the consumers. As it stands, the airlines and auto manufacturers are getting away with the store.

Later
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