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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (72462)	12/29/1999 5:39:00 PM
From: Mark Adams	Read Replies (1) of 132070

PD looking good; Alcoa gone crazy. Rotation into cyclicals as a defensive move, or play on increasing CRB? Have you been watching the Titanium markets/producers? TIE reports BA orders not forthcoming (further digging on yahoo reveals reports that BA subcontractors are getting their materials from other sources in violation of agreement). BA reports new orders, albeit at a lower rate than 1995-1998. messages.yahoo.com Yet stock seems to refuse dropping below 4 1/2. Amazing long term chart; such a bright future back when TIMT merged. RTI up today a dollar on good volume today. Stocks going up despite bad news. Where have I seen that behaviour before? Would you add RTI to your long portfolio today, given the craziness in the markets? Another link of interest messages.yahoo.com

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