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Non-Tech : New Holland and the Ag Equipment Group -- Ignore unavailable to you. Want to Upgrade?

To: Paul Berliner who wrote (90)	5/18/1999 10:21:00 AM
From: Bob Rudd	Respond to of 113

Paul: Thanks for the tipoff to the other thread...looks a tad more lively. You mention "the Deere report", haven't looked on other thread, but a link might be helpful. My work shows Deere held up better during heart of downturn, but others have caught up recently except AGCO. By the way there are many posts on NH and such on the Value investing thread Message 9525845 is start of most recent merger discussion, but there have been prior bursts of interest in the sector. Thanks again for mentioning the other thread. bob

To: Paul Berliner who wrote (90)	5/18/1999 10:20:00 PM
From: Wade	Read Replies (1) \| Respond to of 113

Paul, Is this the right time to sell short NH or AG or DE? DE looks like the worst one to me. Sincerely, Wade

To: Paul Berliner who wrote (90)	5/19/1999 10:26:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 113

Paul, I respect your comments, however NH bid up Case in part (I suspect) relative to depleted agricultural stock pilings around the world. These depleted stocks must eventually takes it's cue to the market, i.e., higher prices. Any potential signal of bad weather and the situation worsens relative to storage. Around here (midwest) farmers are getting encouraged. As oil prices recover, also, ethanol substitutes also rise in demand. If Calif. approves ethanol exposure, corn prices would add $.25 to $.35 per bushel which is a good deal from that one kick.