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American Science & Engineering Inc. Message Board

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  • bengrahamvalueinvestor bengrahamvalueinvestor Jan 20, 2005 1:54 PM Flag

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    Your extrapolations from a little bit of information is off base. Your arguments are close minded and one sided. You make valid points-points that are worthwhile to consider as a footnote rather than the basis of a decision. Of course--if spending stops ASEI and others are crushed. However there is no indication that that is the case. ASEI has $15 million in orders in January because of two reasons. (BTW January is not typically a big order period for govt contractors) Number 1--a product(s) that fits the need.Number 2--a need that is extraordinary in its size. For most of the companies in HS this the 2nd chapter of a 10 chapter book. Not the middle, definitely not the end.

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