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To: Seeker of Truth who wrote (59656)	1/30/2005 4:56:43 AM
From: Elroy Jetson	Respond to of 74559

I'd very much like to believe that Warren Buffett is the exception which proves the rule - as I also believe that out of favor and non-glamorous investments are the key to superior investment results. But I would take caution from the close friendship of Gates and Buffett (birds of a feather?) although Buffett seems to have produced a civilizing effect on Gates. But there's additional caution in another Balzac quotation, Il y a deux histoires: l'histoire officielle - menteuse; puis l'histoire secrète - où sont les véritables causes des événements. and also, Les sceptiques sont les hommes les plus consciencieux. .

To: Seeker of Truth who wrote (59656)	1/31/2005 8:09:02 AM
From: elmatador	Respond to of 74559

Winners in the new regime: Bus bodies! Marco Polo could be a winner. Brazil has big truck manufacturers (Mercedes-Benz, Volvo, Scania, Fiat and VW) and sells a lot of chassi for buses. Marco Polo, marcopolo.com.br Busscar and induscar/Caio make the buses' bodies. I think when the purchase power of those developing countries kick start real good, there will be a big market for buses and Marco Polo could be a winner. See some examples: Volvo's Largest-Ever Bus Order - 1,667 Volvo Buses to Chile GOTEBORG, Sweden, Jan. 27, 2005 (PRIMEZONE) -- Three operators in Santiago, Chile have placed a joint order for 1,667 buses from Volvo. This is the single largest-ever order for Volvo Buses. The buses will be used in Santiago's new public transportation system that includes dedicated bus lanes. The order is for 1,157 articulated buses, the Volvo B9SALF, and 510 regular buses, the Volvo B7RLE. Three operators are behind the order, namely Subus Chile, Express de Santiago Uno and Inversiones Alsacia. The 1,157 articulated bus chassis will be manufactured by Volvo Buses' plant in Curitiba, Brazil while the company's plant in Boras, Sweden will handle production of the 510 Volvo B7R LE chassis. The bodies will be manufactured by three different Brazilian companies, namely Marcopolo, Induscar/Caio and Busscar. Deliveries will commence June this year and continue up to and including February 2006. primezone.com another one: VW to introduce trucks and busses Posted Mon, 31 Jan 2005 <<The Brazilian-sourced vehicles will be built on a Semi-Knocked Down kit production basis, with a totally separated and specialist dealer network support infrastructure. VWSA managing director Andreas Tostmann said: "The product from Brazil has proven itself in the toughest of conditions not only in Brazil, but also in African and Middle East countries.>> business.iafrica.com and this one: Volkswagen Brazil to open plant in Iran Wednesday, December 29, 2004 - ©2004 IranMania.com LONDON, Dec 29 (IranMania) - Brazilian Ambassador to Tehran Luiz Antonio Fachini Gomez said the Latin American country is to construct a Volkswagen factory in Iran in 2005. iranmania.com The multinationals are doing a Lula! Going abroad -opening new markets to sell!