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New Holland and the Ag Equipment Group

An SI Board Since August 1998

Posts	SubjectMarks	Bans
113	7	0

Emcee: Michael Burry	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
88	Hi Bob, Thanks for the good wishes. And thanks also to jeffrey for the excell	Terrapin	-	5/17/1999
87	Additional comment: Message 9565271	jeffbas	-	5/17/1999
86	My comments from another thread: Message 9559853 Message 9560700	jeffbas	-	5/17/1999
85	NH is holding up well on the opening, very well. Usually when the acquired take	Bob Rudd	-	5/17/1999
84	Well now it is official: NH to buy CSE. Instinet has Case at ~$52. Very nice	Terrapin	-	5/17/1999
83	<<If the NH/CSE merger goes through then I can see Cat pouncing on Agco.&	Bob Rudd	-	5/16/1999
82	If the NH/CSE merger goes through then I can see Cat pouncing on Agco. Agco wo	Terrapin	-	5/14/1999
81	I sold NH. See my comments and Jeffrey Bash's on the Value thread. Even wit	Bob Rudd	-	5/14/1999
80	The New Holland/Case merger rumors have moved from the chat boards to the major	Terrapin	-	5/14/1999
79	NH: Yea blew away estimates. One concern is big jump in trade receivables in	Bob Rudd	-	4/29/1999
78	On a first glance looks like NH doubled the estimates, 40 cents to 20 cents.	Michael Burry	-	4/29/1999
77	NH traded over 16X its average volume today. A lot of institutional interest in	Michael Burry	-	3/18/1999
76	Agree. I still feel that from this trough, NH has the best capital appreciation	Michael Burry	-	3/18/1999
75	Mike: There's no place on the balance sheet to list the capability to do th	Bob Rudd	-	3/18/1999
74	Like the way NH is reacting to this: biz.yahoo.com More important than some s	Michael Burry	-	3/18/1999
73	Salomon Smith Barney raised its ratings on several equipment companies this mor	Bob Rudd	-	3/17/1999
72	OT (?) re Skid Steers: Anyone else wonder why they're called that? Would	Daniel Chisholm	-	3/16/1999
71	Yeah, Bobcat is the leader in skid steers. Actually the brand is Bobcat, but t	James Clarke	-	3/16/1999
70	Re Skid/steer loaders: I never heard of them. Just did a little searching-- t	John Stichnoth	-	3/16/1999
69	thanks jim, i hadn't realized this mike	Michael Burry	-	3/16/1999
68	<<i>There are two components of inventory - inventory on the manufactu	John Stichnoth	-	3/16/1999
67	You're missing something big about the accounting in this industry. There	James Clarke	-	3/16/1999
66	NH inventory looks like 4 months, based on the last news release: $1.5 B inven	Q.	-	3/15/1999
65	Inventories: Actually my post contained a quote from a Yahoo post about the inv	Bob Rudd	-	3/15/1999
64	re: Inventories I don't know where you saw that Deere has 1.5 months of in	James Clarke	-	3/15/1999

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