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To: reaper who wrote (178027)	7/8/2002 12:50:42 PM
From: yard_man	Read Replies (1) \| Respond to of 436258

>>- how the company is going to fund a $15.5 billion liability for retiree healthcare and their $2.5 billion pension shortfall << I trust they'll figure out a way to reduce that. <ng>

To: reaper who wrote (178027)	7/8/2002 1:41:51 PM
From: MythMan	Read Replies (1) \| Respond to of 436258

I didn't buy RAD, I didn't buy T. I asked for opinions. F's problems are well known but I appreciate you laying them out for me anyway. >>why the company is no longer buying back stock or paying a decent dividend<< that statement can be applied to many well known companies. What is your point? They flipped some of the cash to this. quote.yahoo.com >>what your projection for F's credit rating is, and what credit rating you think its finance subsidiary deserves<< Ford Credit's senior unsecured debt rating is now A3 at Moody's with its commercial paper ranking also falling short of top tier at P-2. I don't expect that to change. F has never had any problems selling large amounts of paper. You are dwelling on many sins of the past. The stock is off 50% from it's high and I expect another 20% drop from here to $12. Then I'll load the boat based on my assessment of their new models in the pipeline. I'm also confident they will find a way to fund their legacy issues and resume growing the dividend. It's called a cyclical business, remember?

To: reaper who wrote (178027)	7/9/2002 3:32:38 AM
From: Simba	Respond to of 436258

Reaper: What is your opinion on Boeing (BA) ? Their product line in commercial is fast losing its cash cow, the 747 line to potential competition to Airbus. The 777 is doing quite well and so is the low margin 737. Defense seem to be landing large number of contracts. They have down sized heavily last few years, still have positive FCF of about 2.5B last few years. They have spent quite a bit of it ($10B) in the past 5 years on stock repurchase. Maintaing long-term debt levels at 30%, cash has come down significantly. They seem to be increasing their customer financing portfolio aggressively last few years pretty much modeling after GE Capital. The stock has stagnated for 5 years but seem to be holding its own partly due to the defense orders. How will you rate this company's balance sheet and what price would be a good entry. Right after 9/11 could have been a good but at around 30$ /share. Thanks for your insight. Simba