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Technology Stocks : PC Sector Round Table

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To: Yogi - Paul who wrote (1252)	12/9/1998 10:19:00 AM
From: Robert Douglas	Read Replies (1) of 2025

Yogi, OT Boeing ...and yet Boeing struggles. You might want to take a look at the Buffettology thread. exchange2000.com There has been a real good discussion the past few days on Boeing. I have yet to buy, but not because I don't like the story. I already have a good chunk of my money in this area. My two longest, and most profitable holdings in this area are AAR Corp. (AIR) and Precision Castparts (PCP). Each benefits from the inevitable, in my opinion, rise in air traffic – both passenger and freight – yet are not as wed to the new construction cycle as Boeing. Boeing could be a great turnaround story and I might shift some of my money to it – damn the taxman. -Robert

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