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Technology Stocks : General Lithography

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To: TI2, TechInvestorToo who wrote (827)	3/2/1998 11:17:00 PM
From: My Father's Son	Read Replies (2) of 1305

T2, I'll have to take issue with you on this. First of all Champion does not have the retail strength of Fleetwood or Oakwood. In addition, both Fleetwood and Oakwood are vertically integrated, offering everything from the product, to financing, and insurance- all within one company. My personal favorite is Oakwood. The CEO is Nick St. George, a very smart man. They have grown +25% a year for a decade now. The margins are rising and things will only get better if the economy turns south. The manufactured housing industry has become an alternative to apartments and with the low cost of entry, has become an attractive alternative to stick built homes. DMM

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