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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (12666)9/21/2002 1:59:29 PM
From: Tim Davies  Respond to of 16631
 
so it sounds like a long war with huge casualties and massive destruction will be good for a few companies.. and who will it be bad for..other that the obvieous(sp)?
tim



To: Frederick Langford who wrote (12666)9/21/2002 2:39:42 PM
From: Bruce A. Brotnov  Respond to of 16631
 
Fred, having spend a career with the Dept of Defense, there is also a lot of contracts "let" with end of year funds as well and we could see a few announcements in the next few days. EASI tends to benefit along with CAI in the war support scenarios. We saw them run up with the Afghan war along with DRS.

bruce


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