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Politics : Ask Michael Burke

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To: John Koligman who wrote (122238)	4/28/2010 7:57:04 AM
From: GuinnessGuy	Read Replies (1) of 132070

John, Nice numbers from HXL yesterday. Can't see anything in the numbers about going mainstream in terms of autos, but I got the hint that the analysts in the conference call were begging to hear about this. Anyway, the race is on. The Dreamliner went to 50% carbon comosites, so Airbus had to do the same. And HXL owns the business, more or less. It's going to take 5-7 years to get mainstream(i.e. - vehicles), IMO, but when it happens...well...I still think this is a 10 bagger at least in ten years(from when I mentioned it in July '09). craig

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