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Strategies & Market Trends : Three Amigos Stock Thread

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To: Sergio H who wrote (14807)	4/3/1999 10:41:00 AM
From: K. Joseph	Read Replies (1) of 29382

Amigo, sheetrock in the gulf coast area is in great demand, and there is a very significant shortage. Material suppliers have all major subcontractors on allocation. Construction projects are being delayed if materials are not stockpiled far in advance of need. Certain type of rock, like shaft liner that is used around elevator shafts, is completely used up, and the suppliers say more shaft liner is not going to be run until late April, early May. Also, the cement shortage has not fully recovered in the Houston area. I don't know if this is a localized problem because of the railroads, or a widespread problem. K.Joseph

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