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Gold/Mining/Energy : Bombardier, maker of planes and trains and other things

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To: Martin A. Haas, Jr. who started this subject9/14/2001 9:47:39 AM
From: csm  Read Replies (1) of 1177
 
It seems BBD is going down based on a general perception that things will be tough in the airline industry going forward. This may be true, but it seems to me that the effect of that is that airlines may "downsize" from some of the larger jets to the RJs since they offer a lower break even. And if you argue that there may be increased rail travel, in Europe say, then BBD is the largest train manufacturer.
Granted if the airlines just stop buying BBD would feel it, but that's pushing things a little I think.
Seems to me like BBD should weather this fairly well. Am I dreaming?
Stuart.
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