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Technology Stocks : Defense and Security Investing

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To: Paul Senior who wrote (160)	3/13/2004 6:59:52 AM
From: Larry S.	Read Replies (1) of 245

Good point Paul. The budget problem will demand cuts throughout the government. I hold positiions in DRS and NOC. , as well as the Fidelity Select Air and Defense fund (FSADX) These remain attractive to me, though i may reduce my NOC stake. If Kerry wins, i think there threat to defense spending would be greater. If Bush wins, look out, i think defense, especially homeland security spending could increase dramatically. 9/11 occurred on his watch, and unfettered by re-election concerns, he will spend whatever he can to bolster US defenses. I am comfortable holding my present position. then again, i am an investor not a trader and am trying to take the longer term view in a very short term oriented market. larry

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