mathiasmp...@gmail.com

Of course I can more or less only repeat what I've heard elsewhere
(with a touch of personal seasoning on the side), but anyways, here
goes. Some say that while democrats are not that keen on going to war,
they won't want to appear soft on security and related matters either;
so there is little donwside risk for the DoD budget to sustain hevay
losses from 2008 election onwards (even if the Democrats win, which I
should think, is very likely indeed - though I guess one can never be
sure about these matters in politics). And I think I've heard
somewhere (sounds reasonable enough) that the end of the war in Iraq
could release more funds to be used on R&D (so to speak) in the
military complex - rather than spending a whole lot of it on the
troops deployed there - which, I guess, LMT is very good at (making
exciting new military equipment, that is).

Oh, and yeah - the market is supposed to be a forward looking beast,
so it wouldn't be completely insane to expect that the high likelihood
of a Democrat running the White house in the future is already
factored into the price of LMT. Then again, markets are irrational as
well ...