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To: sammaster who wrote (95305)4/17/2001 2:41:20 PM
From: patron_anejo_por_favor  Read Replies (2) | Respond to of 436258
 
Sam...I was just replying in general terms re: inflation, not necessarily the environment we're in now. Not sure if I'd buy into construction materials here, we're pretty late in the cycle for that one. Reits certainly would get hurt if real estate prices dive, but when that will happen is still open to speculation. Defense makes sense, especially with the current administration (but it isn't necessarily an inflation play).