Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (62260)	1/26/2001 9:18:51 PM
From: Mark Adams	Read Replies (1) \| Respond to of 436258

re Steel; Overall, I think global capacity and a global recesion are going to make some tough sledding. BS is one I thought might be headed LTV's direction, along with NS. But they are the stronger of the three. I own AKS, X, ATI, and IST. And I bought some MSB recently. Clearly not a depression play. IST is foreign, with a high level of insider ownership that has been rumored to make them insensitive to the minor shareholders. X reported much worse than expected capacity utilization, and fortunately I shaved my position down 1/3 on strength before they announced. NUE is probably best of breed for US players, mini-mill- they have great conf calls if you like that sort of thing. Yet I've never owned them. Maybe being outstanding has kept them priced at what I felt was the high end of the value. ATI is a specialty producer with a confused history as the result of merger and divesture, but similar to CRS, one I owned and sold too soon. re the refineries, I've looked at them twice in the past 18 months and passed both times. I can't say why- might just be lazy.

To: pater tenebrarum who wrote (62260)	1/27/2001 11:03:56 AM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 436258

IMF meeting on Majic Mountain. dailynews.yahoo.com Maybe we should invite them to open a thread on SI with an extra thunderdome to go with it... but then again a thread probably doesn't even come close to a hotel room in Davos.