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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (5379)12/4/1998 4:57:00 PM
From: Shane M  Read Replies (1) | Respond to of 78755
 
James,

Do you have any insight into the computer systems problems Boeing has been having, and do you see them clearing up soon? The impression I've been getting is that things are nowhere near clearing up w/ the company. I wouldn't mind owning some Boeing, but I'd like to hear that the inventory systems are working efficiently again. It's a shame to be losing all this business when demand is strong.

Shane



To: James Clarke who wrote (5379)12/4/1998 8:45:00 PM
From: jeffbas  Read Replies (1) | Respond to of 78755
 
James, I think of Cyprus (and steel and other non-ferrous metals) a bit like I think of the ag equipment companies -- manana stocks which will probably someday sell at much higher prices. The issue for me is how long before a payoff and are flat or lower prices in store meanwhile. Do you have a view on a stock like Case?


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