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Non-Tech : New Holland and the Ag Equipment Group
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To: Bob Rudd who wrote (81)5/14/1999 9:14:00 PM
From: Terrapin  Read Replies (1) of 113
 
If the NH/CSE merger goes through then I can see Cat pouncing on Agco. Agco would be very isolated otherwise and I would be concerned about overlap for Deere. Cat has construction and wants agriculture. JMHO.

I am still holding NH but I realize that this is where I have made mistakes in the past. All too often I have made a good buy and then watched as my gains slowly trickle away. I might try to hold through the dividend and then re-evaluate.

Good luck with AG,
John
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