BE Aerospace (BEAV) Breakout Message Board

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Technology Stocks : BE Aerospace (BEAV) Breakout

BEAV 64.47

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Apr 21 5:00 PM EST

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To: Jay Jacobson who wrote (9)	10/30/1997 2:59:00 PM
From: greentree	Read Replies (1) of 210

What does the thread think of the interesting turn of events with BEAV dogging little Simula today? If BEAV's "100%" were true, wouldn't British Airways be the one to complain about Simula, and not a competing vendor? BEAV's lawyer-written release is carefully crafted to "herewith" avoid saying that they do in fact have 100% of British Airway's 777 fleet seat contracts. Plain and simple, they don't. All BE is saying is that they have supplied 100% of the BEAV-made seats to British Airways. That is like saying Boeing has a 100% market share among people who have bought Boeing airplanes! A careful read and re-read of this specious release is well warranted for anyone seeking to understand the inner workings of a big company that is hearing footsteps. Why so concerned about a tiny company that shouldn't even be a fly on the wall to the mammoth BEAV? Seems as if Goliath sees that David is coming. Makes one think. . .

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