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To: Dr. Jeff who wrote (128607)	10/11/2001 7:24:31 PM
From: SunSunM	Read Replies (1) \| Respond to of 436258

From MNC Yahoo news: biz.yahoo.com >> ... True, the RV business may be vulnerable to an economic downturn in the near term, the analyst conceded: ``Over the next few quarters, if not as many as the next four quarters, a legitimate recession will put [earnings-per-share] estimates for both Monarch and Winnebago at risk.'' Nevertheless, he added, ``during the next business cycle, both are unbelievably positioned to unleash peak earnings power...history dictates that investors should start to seriously buy these names six to nine months before the recovery begins.'' ``From our perspective,'' Johnson concluded, ``we are more than willing to continue to recommend buying both MNC and WGO during what we believe will be the most risky period of this pending recession.... The buying opportunities this recession will create in both shares will be viewed in hindsight during the next cycle as opportunities which will be very difficult to repeat.'' He thus reiterated his Buy rating on the two. ... <<< He did not know/say when the next business cycle starts and reiterated buy rating. Duh! Disclosure: shorting & putting MNC