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Technology Stocks : BE Aerospace (BEAV) Breakout -- Ignore unavailable to you. Want to Upgrade?

To: PerryA who wrote (135)	3/18/1999 9:23:00 AM
From: Bookdon	Respond to of 210

Didn't I read this week that Boeing is forming a division to make modifications to planes for customers? Will this compete with BEAV?

To: PerryA who wrote (135)	3/18/1999 9:24:00 AM
From: Paul Berliner	Read Replies (1) \| Respond to of 210

I have a strange feeling that Lear (LEA) may make a bid for BEAV. Lear's recent announcement of intent to purchase an auto fabrication div. from United Tech shows that they want to grow rapidly. BEAV would be a superb way to broaden their offerings. Also, Airbus announced yesterday that it expects a fat loss for the year due to extreme 'pricing pressures' - obviously from Boeing. If Boeing and Airbus are in a price war, and considering the increasing popularity of the smaller planes over 747s, BEAVs best days may very well be behind it, so I think finding a merger partner is essential.