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To: BigBull who wrote (59381)1/30/2000 10:29:00 AM
From: BigBull  Read Replies (1) | Respond to of 95453
 
More Basic Goods numbers:

yardeni.com



To: BigBull who wrote (59381)1/30/2000 11:48:00 AM
From: Think4Yourself  Respond to of 95453
 
OT: Consolidation in the aluminum industry.

Should be VERY interesting. Alcoa is a major and (oddly) HIGHLY efficient producer of aluminum. This lean and mean "top dog" recently announced a major expansion of capacity. I believe this will obliterate the least efficient producers, whoever and whereever they are. Something will happen and I am curious to see just what.

This could be a good time to re-evaluate any aluminum stocks one may have.