since the gov't is spending and since they need a lot of HON products, has anyone seen a breakdown of the revenues and projections in just this area of their business instead of the total avionics business?The potential argument could be that the cyclical nature of the rest of the HON business (Real estate temp controls is not to be counted on as an ongoing grower at its current rate) will kick in when the economy kicks in sometime during 2003 (probably 2H03) but the defense and space business, which has long lead times will kick in in 2003 and be a big help in 2004.So, anyone have fundamental metric based arguments?POSITION.... had to go long Friday, and am still interested in more, AS A LONG-TERM INVESTMENT. I can't trade and stink at it.
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