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To: TREND1 who wrote (25221)12/14/1997 10:51:00 AM
From: Skeeter Bug  Respond to of 53903
 
larry, i like your thought process :-)

since output increased by only 10%, expect part costs to be VERY SIMILAR with last q as mu reduces their net cost per part by increasing output. that didn't really happen this q.

$16 would be real cool to me. maybe by friday? :-)



To: TREND1 who wrote (25221)12/14/1997 2:37:00 PM
From: Joan Osland Graffius  Read Replies (2) | Respond to of 53903
 
Hi Larry, I have been watching WFT and NSM, both have been loosing money. I may be seeing things but they seem to trade base on the potential price of the commodities and earnings projections. Not on the fact that they are loosing money.

It may be like grain. It does not make any difference if the farmer is making money, in the case of DE. The stocks price seems to be based on what the commodity prices are telling the public and future potential revenues and profits get build into the stock price. Makes sense.

Joan