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Non-Tech : Winnebago Ind. Inc. (NYSE:WGO)
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To: Probart who wrote (41)10/8/1999 1:33:00 PM
From: jan_mike  Read Replies (2) of 49
 
Here's what I think I gleaned from Yahoo on that issue. Ford is one of WGO's four chassis suppliers. Ford had cut the WGO quota, I think from 2500 units to 2000 units, because they need supply for their own crapmobile. Whether the strike effects delivery of those 2k, or not, I haven't seen mention. Whether the 2k units are a distinct style that the other suppliers aren't making, I don't know. If Ford won't supply them, somebody will. If somebody is already tooled to that specification(s), then I'd think we'd be able to do alright. If I had enough stock and time, I'd call IR and ask about those specifics. I bought this to hold until the demographics shift enough to convince me to sell, so what happens this spring isn't life and death to me. You'd like to think it's all under control now though.
Mike
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