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Author: MSB690916 One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 228  
Subject: Re: #1 War Stock Date: 2/28/2003 8:43 AM
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I'd look to weapons manufacturers and the many, many subcontractors who provide components. If there's a large expenditure of ordnance, the US will likely replenish its supply. I'm perusing trade periodicals for ideas.

I'd also look to companies that might provide supplies or equipment to non-government private org's. If Afghanistan is any indication of the current way of coalition engagements, there will be a huge demand for humanitarian supplies (medical, food, construction, education, to name a few).

I don't know about Bio-tech. I did look at the personal protective equipment industry (scanned a few pages), but I found companies outside the US -- I'm keeping my $ in the US cuz of familarity -- but I didn't see much more.

The trouble with these options is they might not be able to sustain postive results. As weapons supplies are restored weaponers would have to develop new systems to create a market. Next revolution would likely be miniaturization. As for the humanitarian suppliers, they're only good as long as there's a crisis. The world will do it's best to prevent that.

My two cents.
Regards,
MSB
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