The Stock Market Bubble Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Stock Market Bubble

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kip518 who wrote (2125)	10/11/1998 8:48:00 PM
From: Sword	Read Replies (1) of 3339

Commercial computer hardware, I believe, will experience slowing growth. On the other hand, I expect that defense contractors like Lockheed Martin, Allied Signal and even Raytheon will be fast growing concerns. Declines in defense spending have disappeared and appropriations for the military are up for the first time since '85 and will continue to increase as we enter a world with threats from a much larger number of smaller enemies. These threats will require sophisticated hardware and software including urban robotics and widely dispersed sensors for recon and targeting. I plan to begin accumulating shares in these companies which are largely system integrators and smaller subcontractors as well. I like TRW because it has the leadership in the development of space based ballistic missile defense systems including the development of a laser that can destroy them. I believe that this capabilty is sorely needed for our country. -Sword

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next