Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Snowshoe who wrote (63786)	5/12/2005 9:28:09 PM
From: Taikun	Read Replies (1) of 74559

The problem is the strengthening dollar may cut into Boeing's sales. My take is that it is temporary and if so Toray, with Boeing, will be truly minting it. Remember, when Japan Airlines buys $10bn in Dreamliners, for example, the 'gimme' is that Toray supplies the composite fibers. The fuselage is made in sections in Kansas. Then they ship the fuselage in pieces from Kansas to Everett, WA for FA. As long as Dreamliner sales don't take a hit (say from rising USD) Toray should do well.

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