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augieboo

03/13/03 12:11 PM

#86439 RE: Zeev Hed #86436

Zeev, I'd be really careful with the defense sector if I were you. This really smart guy I know says that the whole sector is fundamentally weak because they have had so many mergers and acquisitions that their balance sheets are all puffed up with good will.

{G}
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Babylon

03/13/03 12:15 PM

#86441 RE: Zeev Hed #86436

Yes, I did unload it yesterday for a flat trade at $25.19...should have been more patient... I'll try and do that for $22.25.