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To: baddtiming who wrote (84987)	2/26/2003 6:23:02 PM
From: Mark Konrad	Read Replies (2) \| Respond to of 208838

OTProbably the usual defense contractors...but they are not doing so well at this time (betting on a very short war may be shortsighted). I'm LMAO about all this whining over $95 billion dollars. At two or three or even five times the price, it's CHEAP! How much will we save in lives, business, and future defense spending with a stable (read "US installed") government in IRAQ? For that matter, we could do what we never could do with a conquered Japan or Germany: pay for the war and occupation costs from seized state assets (oil). Gee, how much would we save in future costs with the U.S. as a member of OPEC? If France or Germany whine, move the UN to Paris or Berlin and let them deal with all the security costs, espionage, deadbeat diplomats, etc., we've had to absorb for 50+ years! Of course, this is all in my good-natured opinion--MK--

To: baddtiming who wrote (84987)	2/27/2003 1:13:47 AM
From: stevenallen	Read Replies (1) \| Respond to of 208838

<technologies that feed into federal purchasing for the war> Tom (of ATC site) recently pointed out TTN in that regard - just got a lot cheaper after CEO left uncomfortably close to earnings, but earnings were today and there were no major surprises. They are a large company that sold many parts of their business to concentrate on homeland security production. I started a long position yesterday, may add more tomorrow. Would also be interested in other ideas, especially ones that aren't household names.