Rockwell on the prowl? Message Board

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Technology Stocks : Rockwell on the prowl?

ROK 415.34

-1.4%

3:59 PM EST

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To: David Lawrence who wrote (90)	11/3/1997 8:31:00 PM
From: goldsnow	Read Replies (1) of 152

I am long ROK. I think ROK is an unbelievable assett. However, it does not need to be hyped. Facts: 1. ROK share price is near the bottom. (calculated with or without Meritor ($57 with Meritor) 2.$70 is a top calculated for ROK without automotive spinn-off 3. The fact that ROK dropped 20 points and COMS 40 points has nothing to do with ROK k56 modem (in fact Boeing bottleneck delay is far more important for ROK and its Collins Avionics division than all modems sold combined) 4. COMS is probably undervalued, but has too many competitors, unlike ROK (including ROK) to have anything but faith opinion looking 3-5 years ahead

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