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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (2882)	12/27/2005 1:00:20 AM
From: energyplay	Read Replies (1) \| Respond to of 217887

Cap equipment - Most of the really big and unusual stuff is built on irregular cycles, 50 units in 1983, 20 in 1984, 4 in 1985, then zero until 3 in 1989, 14 in 1990, 60 in 1991, then another long dry cycle. No continous cash flow - really deters competition. Not like the car business, or even small machine tools. These things also need a support/maintence/repair network. I expect much of the content will be outsourced - steel, diesel, electrical motors - with specialized electronics, sensors, mechanics and software tending to be in house. ************ Real Estate will vary - I would avoid US real estate, but some foreign real estate should have some strong tailwinds. ************ Israeli strike would be a total wild card. I have not figured on that yet.