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Strategies & Market Trends : Value Investing

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To: cfimx who wrote (8769)	10/26/1999 11:11:00 AM
From: Grommit	Read Replies (1) of 78659

WNC - Wabash National: biz.yahoo.com They mfg truck trailers and a few railroad cars too, but mainly trailers. They consider themselves an innovator in order to diff their product in such a commodity market. They use composite materials instead of alum and mention a few other proprietary features in their literature. The "duraplate" composite trailer is $750 million of the $1.2 billion backlog. Duraplate mix growing dramatically since intro in 1997. Largest manufacturer. Gaining market share. Earnings tomorrow AM. I talked with IR today. No comment on the qtr, of course. And do not generally comment on comfortableness. But I did get a "Comfortable with next year EPS", and I assume this year also. I bought some today. PS - example of their product development -- biz.yahoo.com

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