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Strategies & Market Trends : Guidance and Visibility
AAPL 272.99-0.3%Dec 30 3:59 PM EST

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To: baddtiming who wrote (84987)2/27/2003 1:13:47 AM
From: stevenallen  Read Replies (1) of 208838
 
<technologies that feed into federal purchasing for the war>
Tom (of ATC site) recently pointed out TTN in that regard - just got a lot cheaper after CEO left uncomfortably close to earnings, but earnings were today and there were no major surprises. They are a large company that sold many parts of their business to concentrate on homeland security production. I started a long position yesterday, may add more tomorrow. Would also be interested in other ideas, especially ones that aren't household names.
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