Embryonic strategic and political thinking about the future of information warfare has left investors scrambling to pick companies poised to gain from the changes IW will bring, even though it isn't clear how those changes will ripple down to industry, said Merrill Lynch aerospace analyst Byron Callan. Investors seem to know intuitively that there's something happening in information warfare, a fact that helps to "explain why valuations for some defense properties have risen," Callan ...

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