Larry, I'm with you on the 747 comparison - a lousy parallel. But the lead time for a Boeing plane is long today, and likewise it may well be for equipment from the Italian maker since these lines are a new business for them (who has needed one in the past?). Their capacitor manufacturing lines are pretty sophisticated also, I'm sure, and that business should be fairly big with the large number of capacitor suppliers around the world.
Well, we got to $5 today but, alas, it didn't stick. But then, as soon as L.D. says something, the $5 level will be gone forever.
Off the subject:
Incidentally, since the subject of 747's keep coming up today, I can't resist mentioning that I've done a lot of take-offs and landings (small singles and twins) from the same runway that the 747's use when they take to the air the first time - always have to watch out for the wake turbulence they leave behind!
Jean Claude: How about some of that wine you've got?
Best to all,
- T - |
