Defense Play in Motion - WTC Reaction Message Board

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Technology Stocks : Defense Play in Motion - WTC Reaction

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To: Gary G. Wallrap who wrote (72)	9/22/2001 10:51:35 AM
From: Hank	Read Replies (1) of 225

Yes, I think it is a given that they will be in the field for years if Bush follows through on his plan. There are too many terrorist cells in too many countries for this to be quick. Even if it only takes one year were talking about 50,000 reservists, or more, that would normally not be consuming supplies on a daily basis. That's a good boost for whomever is doing the supplying. I don't know enough about the high tech contractors to know who making parts for what. If they are making guidance components for missiles, then they would be a good play. If it's radar equipment for battle ships, then I don't think they will get much of a boost. The problem is that I have no idea who makes the real consumables such as MRE's. I will fish around and see if I can find some info. In the mean time, if anybody else comes upon any information in this regard, by all means let us know.

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