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Non-Tech : Gehl Company
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To: Bob Davis who wrote (75)12/27/1998 12:25:00 AM
From: Michael Bakunin  Read Replies (1) of 97
 
Thanks for the link.

I think your market analysis (positives in dairy, skid-steer, rough-terrain, roadbuilding) is good, but that you glossed over negatives like margin pressure. Gehl's apparently had to set prices lower than they'd planned this year already. The other big risk with Gehl is execution risk on the Mustang acquisition.

Still happy with my stake -- still not buying more.

Cheers,

mb
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