SI
SI
discoversearch

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.
Non-Tech : Winnebago Ind. Inc. (NYSE:WGO) -- Ignore unavailable to you. Want to Upgrade?


To: taxman who wrote (35)10/7/1999 1:44:00 PM
From: jan_mike  Read Replies (1) | Respond to of 49
 
Had a small order in for calls at dawn and cancelled it before opening. Stupid analyst decreed a possible chassis shortage yesterday. I have looked at everything I can find printed and posted and don't see any real down side. The closest people can come up with in the complaint department relate to the huge demand. Chassis shortages, labor pool shortages, capacity shortages. I'll send God a list tonight of all the companies I own that I wish these problems on. I think we're where Harley Davidson was five years ago. It may be the same demographic group. The big Harley push came from Middle Age Man with disposable income for expensive toys. The WGO push is coming from extra middle agers with big retirement accounts. WGO and HD are both big names in American toys. HD had to ramp up to meet demand too. The big difference I see is relative to their respective peer industrial groups. WGO is respected as a quality product. HD builds crappy products, but has incredible brand recognition. I'll take the quality over time.
Mike