There's an order coming from the Chinese and I think more people are realizing that Boeing has done a nice job of managing its business.
More Quotes from Howard Rubel:
The stocks were better performers during the Clinton administration than they were during the Bush period. The stocks actually performed well in the second half of the Carter administration. And in the whole second term of Reagan administration they were pretty awful.Howard Rubel
We believe the shares fail to reflect the company's market position or growth potential. We believe overall margins have the potential to expand by 50 to 100 basis points over the next several years and operating profits can grow at a low double-digit rate. Earnings per share could expand by a low-teens rate over the next several years.
Howard Rubel
I think Boeing has a real advantage the market hasn't fully appreciated which is the diversification initiatives in terms of service and in terms of trying to understand how to better appeal to customers.
Howard Rubel
We are lowering our 2001 and 2002 estimates to take into account ongoing pressure on the company from the automotive market and from the initiatives that require substantial investment in advanced semiconductors, laser technologies, and commercial satellite Internet services.
Howard Rubel
Frankly, I would say that the trend of ongoing pressure from Asia isn't a particular surprise. The great percentage of the impact from Asia has probably already been felt in Boeing's stock price, but there will be some residual delay associated with earni
Howard Rubel
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