Document 8RpVj8GGGqL0ZOdo110kZdOwm

-10- market. MRO = redistribution. It is about a 10 million dollar market. The product line here consists of oil field, pipe line flanges, chemical, industrial, pile driver pads, etc. These are non-standard applications. The demand for Victor materials is long standing but we have not elected to sell them in the past. Until a few years ago we made 65% of the CAF in North America. Of that, we ourselves bought 95%. Rogers sales forecasts is as follows: 1981 1982 1983 1984 $TWM TT7TMM TTTOMM 1985 This shows the recent sales history plus the forecast through 85. Roger has 538 accounts. He just surveyed 120 of them. We will get the results of the survey next week. We want a market in TexaSjFOJ) Houston. Should be put a mill there? It could be small, an old garage. Some of the materials now comes from Brazil. Part of the 10 million dollars is contribution priced. On a truckload to Texas the freight is between $800 and $1.2M. This is included in Roger's forecast. We sell to Crotty etal. They compete with Caterpillar etc. Reinz ow/Vs Wisconsin Gasket. One side of this business is commodity, the other is not. The contribution is just over $5 per sheet. (0ES is not always better profit business than 0E. The opportunity for higher 0ES profit exists at some places, though.) The following are a few more heavy truck notest The Felt Products/Victor gab is still widening. On major jobs. Felt Products gets the engine and the tooling and is preferred. Cummins is a separate issue because it is not proprietary. VPD'189-0002652