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To: Roy F who wrote (951)	11/9/2001 10:33:29 AM
From: Sector Investor	Read Replies (1) \| Respond to of 7249

There could be more contracts we don't know about. Martin said in the Q3 CC that, at the Pentagon's request, they aren't talking about things they normally would. He said they would still announce contracts when completed AND WHEN AUTHORIZED TO DO SO. Who knows what isn't authorized? We have hints though. Martin said they have PRE-ORDERED materials to be able to quickly respond, and he also said they are increasing production MORE THAN 50%. A third hint was that GMs are expected to rise in Q4. That, and $50 million in contracts in the bank, bodes very well for Q4 and 2002.