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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (26225)	11/13/1998 1:29:00 PM
From: John Koligman	Respond to of 70976

Thanks for the input Eugene. I first bought BA in the 40's for a longer term hold and recently averaged down in the 30's. At it's recent lows it's market cap was about 1/3 of Dell's, and it was selling at less than 1 times sales. This for a 50B company that is really the only game in town. I just feel it's a good place to stash some cash and will be a safe stock to own over the long term. I've heard much of what you have said, they really have screwed it up production wise. I think they will fix it, either with this management or another, the first move has been made by replacing Woodard with Mullaly on the commercial aircraft side. Regards, John