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Technology Stocks : Aeroflex (ARX)
ARX 13.58-1.3%Nov 14 9:30 AM EST

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To: JG who wrote (119)7/7/1997 10:21:00 PM
From: Nam   of 586
 
<<<Let me tell you about ARX. ARX is a pig; it's a company that tried and tried, but could not adjust to a shrinking defense budget. With Grumman went most Long Island defense contractors. There are three major competitors in the same market space all fighting for the same and few orders. ARX will go nowhere but down. It's a left over has been old boys network remembering the glory days lets go golfing at the Lake Success County Club and have the share holders pay for it slug. Two of ARX's best engineers and a fomer EVP (who I refer to as Dad), work for a competing firms. There is no money in this business (IMHO).>>> JG its clear to all that you have some personal issues with this company. I would like to hear more detail about that. That would help us all in seeing your point of view. I only know from personal experience that Gorin is a straight forward person. That is the only context for which I can address. Im suspicious that a particular event that you have not told has you particularly negative about this company.. Help us out? Otherwise it reads like sour grapes and its hard to understand why one would take the time on this thread is he\she did not find Aeroflex a good long or short? Make sense? Respectfully,

Nam.

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