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To: Dale Baker who wrote (62916)	8/14/2008 11:35:15 AM
From: Paul Senior	Read Replies (4) \| Respond to of 118717

I use that reasoning also for why I've bought Boeing. Stock down on maybe temporary problems: Shipments of Dreamliner (787) delayed I believe until late '09. Revenue deferred is different from revenue foregone. BA/PCP should retrace as shipment date approaches. In some ways PCP is better than BA in that PCP is involved with several aircraft manufacturers and in several other booming or potentially booming industries.