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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Dinesh who wrote (18785)2/26/2000 4:18:00 AM
From: shamsaee  Read Replies (1) of 54805
 
Dinesh
I really have no opinion on elon as far as a investment at this time.My main point was in response to Mike and cfm posts.Its not the developers rather the suppliers that will be elons main challenge.We do not dictate what kind of specifications in the equipment we want.Its the consultants who advise us and that set forward all the specifications and tender contracts. We have learned a long time ago that spending a little more on the best equipment out there will save us a lot of money on operating expenses.It will also help if they can reign in major consultants and establish their technology as the standard.Then the Carriers and Mitsubishi have no choice but to Conform if they want to bid on any tenders.Maybe this has already been done which will definitely put the company on Gorilla watch list.I would look for announcements with various Construction/Building associations or governing bodies as a clear sign of tornado watch.

By the way,I don't know what having a Merc costs,However I can tell you having a Porsche does justify the above statement.Try $ 4000 for new wheels,$ 600 for General service.It was sold there after.
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