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Non-Tech : Simula (SMU) -- Ignore unavailable to you. Want to Upgrade?

To: Richard Silvers who wrote (715)	10/30/1997 2:47:00 PM
From: greentree	Read Replies (1) \| Respond to of 1671

What does the thread think of the interesting turn of events with BEAV! If their "100%" were true, wouldn't British Airways be the one to complain about Simula, and not a competing vendor? BEAV's lawyer-written release is carefully crafted to "herewith" avoid saying that they do in fact have 100% of British Airway's 777 fleet seat contracts. Plain and simple, they don't. A careful read and re-read of this specious release is well warranted for SMU people. All they are saying is that they have supplied 100% of the BEAV-made seats. That is like saying Boeing has a 100% market share of people that buy Boeing airplanes! Seems as if Goliath is whining that David is coming. Makes one think. . .

To: Richard Silvers who wrote (715)	11/7/1997 1:47:00 PM
From: Jaime H. Ayalde	Read Replies (1) \| Respond to of 1671

On a side note: RE: #652 It does look like the Inversion did Occur. A New wave has begun. It will be painfully clear By September 1,1998. For the Record, Many (me included), many times do not see reality (Whole Truth) because we are into our Own Reality. Truth according to "Us" These are the Facts: GOLD. The historic store of Energy=Value Today is very important since Today marks again a NEW low. Trading below 310 marks ACTION according to GANN. What does the Rule of the Game state? SELL LOW. These prices are a multiple year Lows. 280 is the target being the 10 year Lows. Will it Hold? You be the Judge... Another one to watch is 30Year yields and its spreads to shorter maturities. BOND. Another store of Value, but with the twist that it earns Y. With associated increased Risk. We traded 52 weak lows and might settle at a new 52 week Lows. Again as Gann states at New price prints, "The Trend is your friend and numbers will tell you the Truth". Yields are trading hands at New lows, thus we are seeing New High Prices for Bonds. BUY HIGH So is this Bullish for the Stock Market? Absolutely Not! The reasons can be seen in the Numbers. Yields spreads are collapsing which has the tendency to act as a natural Breaking Mechanism. The Free Market is at Work. This Rail Road spread Sloooows down the train as you bring the tracks together. The Train is the Economy and the RR are the various Rates. The scary part is that last week the 2 year note traded below the FUNDS rate.( 5.5%) What happens when a train is coming down the track and you squeeze those rates together to an extreme that you Cross them. (Invert them) Will the Train derail and crash? Money does make the World Turn. The World is deflating even though USA might still be expanding. Just as the turn in Season does not happen over night... but the forces at play will ultimately make everyone feel the Winter. Maybe it is time to move to Chile? <G> Spring is Just beginning.