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

To: James Clarke who wrote (659)	12/8/1998 8:16:00 PM
From: Shane M	Respond to of 4691

Jim, I agree that the supply chain management article is "bullish" for BA, if for no other reason than it shows they're trying to shake things up, recognizing that what they've done in the past isn't good enough any more. I'm a believer in the new breed of supply chain management. Many companies are finding significant margin improvement from its adoption, and it's a critical next step for efficiency as more companies have the ability to become interconnected via the internet. For BA, they now are on the right track to fix alot of their problems but recent results indicate they still have alot to work on. I'm of the mind that I'd like to see some execution on the company's part. Shane