cappy
Now the day these message boards go to "facts only", then that's the day they will shut it down. Message Boards are filled with rumor, inuendo, and speculations.
Speaking of facts, maybe you could point to me where it was said ACAI will have the kind of money you are quoting. In everything I've read, the maximum they will have is close to $250M at the beginning of the 3Q/04.
As far as the 170 speculation, there have been many threads in the past 2 weeks on Chautauquas new TA, and the possibility of the 170 order. Will it happen? I don't know for sure, but you can't discount the possibility.
Incidently, if you care to go over to the ACAI board on CBS Marketwatch, you'll see a thread posted by Bob10e about the subject of Embraer being brought into negotiations by ACAI. Bob10e is a longtime AAI poster who has connections with Boeing. He has a high level of credibility, and it makes sense to me. If you don't buy it, so be it.
In any case don't let it keep you up at night.