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Non-Tech : Lunn Industries (LUNN)

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To: Braddock Bull who wrote (697)	9/19/1997 7:27:00 PM
From: Sergio H	of 1436

Brad, Boeing's weakness this past week is due to three factors: 1. they said that they can't meet the contract demands and will be delayed in delivering. 2. due to an early handshake incentive last year they don't have the experienced workers that they need. 3. Boeing is on quite a run. It can't always go down. The more work that Boeing is unable to do, the more work that will be farmed out so companies doing business with Boeing will benefit. Lunn's business is not as dependent on Boeing as many think. They have many business relationships, but it is much more important right now to start concentrating on TPG. Sergio

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