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To: pater tenebrarum who wrote (43824)	12/5/2000 12:15:27 PM
From: Archie Meeties	Read Replies (2) \| Respond to of 436258

Heinz, started buying OSX today. Interesting subsector within it - the tubulars. Recent fall in steel prices will really give these names a kick (LSS, GRP, MVK). Steel is 60% of costs of goods. MVK estimates that for every $20/ton fall in price their eps increase 0.18. Another factor - biggest competitors are overseas pipe makers that have been benefitting from a sky high dollar.