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Strategies & Market Trends : Joe Copia's daytrades/investments and thoughts

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To: Joe Copia who wrote (13913)3/31/1999 12:29:00 AM
From: Dave Gore  Read Replies (3) of 25711
 
Yep, Joe...we have covered this and MRPS will likely release a summary of actual contract numbers next week. I invite all those including you to call Jimmy or Myles and tell them that their credibility is on the line.

Be polite but tell them how strongly this needs to be done.

Will you all buy more stock if they do it and it is impressive? LOL!

Will everyone be satisfied for awhile?

Hope so...

Just don't expect them to discuss how high their margins are or reveal what each customer is paying. That would be very stupid on their part and I strongly urged them NOT to do that. They were way ahead of me on that.

The format should be:

(example)

FORD USA.....6,553 units to be delivered in next 11 months. Contract is in excess of $2.5 mil

FORD EUROPE: x units in excess of $3.6 mil over y months

GM: Open P.O. $80K so far at one plant; expect 20 more plants in next 12 months to order a like amount.

F&M Masco: X units per month at $X per month for y months.,. TOTAL in excess of $2.0 mil

etc
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