Replies to post #83413 on Zeev's Turnips Patch-No Politics (ZEEV)

[augieboo]

Zeev, re: RTN What do you think of it as a purely
short term semi-mo-mo play on the impending conflict?

My rationale has nothing to do with finances or anything
so sophisticated as your analysis would take into account.
(I'm just a small, fluffy white doggie, after all.)

My interest is based on the fact that RTN produces most of the missiles in the U.S. Inventory, an inventory which is
likely to be fairly well depleted by the coming conflict.
Depletion of the inventory will necessitate giving RTN
contracts to produce more of the items used, thus the stock
could well see a nice "pop" at some point between now and
summer or so.

Does that make sense, or do you think I'm grasping at straws?

TIA,

augie

p.s. Here is a list of the missiles RTN produces which will,
IMDO, need replenishing after the conflict.

HAWK/AMRAAM Air Defense System
HUMRAAM Advanced Air Defense Guided Missile System
Patriot Missile System
Advanced Cruise Missile (ACM)
AGM-65 Maverick
AIM-9 Sidewinder
AIM-9M Sidewinder
AIM-54 Phoenix Missile
AIM-120 Advanced Medium-Range Air-to-Air Missile (AMRAAM)
Brilliant Anti-Armor (BAT) Submunition
HAWK Air Defense Missile
High Speed Anti-Radiation Missile (HARM)
JAVELIN Anti-tank Weapon System
Joint Standoff Weapon (JSOW)
Paveway Laser Guided Bomb (LGB)
Sparrow Missile
STANDARD Missile
Stinger Missile
Tomahawk Cruise Missile
Tube-launched, Optically tracked, Wire-guided (TOW 2A)
Tube-launched, Optically tracked, Wire-guided (TOW 2B)
Tube-launched, Optically tracked, Wire-guided (TOW)

[Fred Langford]

FWIW, I have a couple of friends who are in 'mid-management' at RTN. They have been adding here. They say the government contracts look strong thru 2006.
No way is this a recommendation, just sharing some opinions...

Fred