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Non-Tech : Gehl Company -- Ignore unavailable to you. Want to Upgrade?

To: Bob Davis who wrote (75)	12/24/1998 8:53:00 AM
From: Marz	Respond to of 97

Bob, Thanks for the post. I found your research report quite interesting. Of course, as a holder of Gehl, I agree with your conclusion that Gehl is undervalued. Keep up the good work. Marz

To: Bob Davis who wrote (75)	12/27/1998 12:25:00 AM
From: Michael Bakunin	Read Replies (1) \| Respond to of 97

Thanks for the link. I think your market analysis (positives in dairy, skid-steer, rough-terrain, roadbuilding) is good, but that you glossed over negatives like margin pressure. Gehl's apparently had to set prices lower than they'd planned this year already. The other big risk with Gehl is execution risk on the Mustang acquisition. Still happy with my stake -- still not buying more. Cheers, mb