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Stocks B / Borg-Warner Automotive


Subject:  Re: Tim Manganello Date:  5/25/2006  11:57 PM
Author:  TMFDitty Number:  51 of 62

We'll get a better idea about that once the interview comes out, Bill.

But no, I don't think it has to do with international diversification. In prepping for the interview, I learned that 50% of the firm's sales come from just four companies: the Detroit Big Three & Volkswagen.

Given that, I think it's even more of a wonder that they're doing so well, with relatively little of their business coming from Japan, Korea, etc.

Fool on!

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