Ben,

Your article reports NRV Holdings results as a whole not CCI individually (both CCI and National are included). CCI information is not broken out in this release.

It has been "assumed" for quite some time that CCI is the bright spot in NRV Holdings and that the real drag on NRV was the actual National line of RV products. There has also been two efforts by Bob Lee to wrestle CCI back from NRV, both unsuccessful.

As one looks at the recent history of CCI one can see an effort by NRV to use CCI to it's best advantage. NRV seems to be trying to leverage CCI's reputation for quality and after sale support into increased unit sales. This seems to be reflected in NRV's push to have CCI expand it's line of offerings (expanding downward it's "entry level" offerings) and the Rhapsody offering that seems to target the Newell buyer.

CCI's Prevost conversions have an interesting history. CCI has tried several approaches to selling their Prevost conversions, from single dealerships to multiple dealerships and back. It seems they are still looking for the right answer. CCI has long been rumored to be getting out of the conversion business. This has proved to be false to date as they continue to do a number of conversions every year.

There have been rumors that a certain stock price will trigger some interesting action. We'll have to wait and see. It is fun to watch and guess what will happen next in this business soap opera.

Michael