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Technology Stocks : Boeing keeps setting new highs! When will it split? -- Ignore unavailable to you. Want to Upgrade?

To: campe who wrote (2701)	3/17/2000 8:31:00 PM
From: John Koligman	Respond to of 3764

I bailed out this morning when the stock hit 38 and change. I'm going to take the 6+ points since buying in earlier this week and run. My guess is that 'most' of the downside as a result of any amended numbers has already occurred. However, if it goes back to the low 30's I'll probably get back in for another trade. Regards, John

To: campe who wrote (2701)	3/18/2000 10:03:00 AM
From: larry larsen	Read Replies (1) \| Respond to of 3764

I believe the impact on earnings is already factored into the price of the stock. I wouldn't be surprised to see a nice knee jerk move up the next few days as uncertainties clear up and institutions reestablish positions. The engineers and technical workers have no choice but to accept this contract. It's not that bad and to hold out for more would be self-destructive. Support from within the ranks and from without (including me) would disappear. Solidarity on the picket lines would fragment and the only thing left would be the resolve of a few holdouts. I refuse to believe they will reject this contract offer. Larry

To: campe who wrote (2701)	3/18/2000 12:51:00 PM
From: Sam Citron	Respond to of 3764

GJC, Thanks for the warning but on a one to two year time horizon it has always been extremely profitable to buy Boeing at the end of strikes. See for yourself with the performance of BA from 11/20/89 to mid-1990 or from 2/15/95 to 1997. bigcharts.com I expect this time will be no different. Most observers see a SEEPA ratification on Sunday and I think most engineers want to go back to work on Monday. seattletimes.com I don't know how much earnings will be affected by the strike, but on a relative valuation basis the shares have never been cheaper. If I were not cautious, I would not be investing in Boeing. It's not exactly a fast money play or a momentum stock. In fact, it is deeply out-of-favor and widely viewed as "old economy" dead money or a source of funds for "new economy" speculation. That perception is just fine with me. Sam