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To: Frank Pembleton who wrote (90804)	5/11/2001 12:32:34 PM
From: isopatch	Read Replies (1) \| Respond to of 95453

"Whodathunkit". Roger that, Frank. Haven't been averaging myself into this large a sector pos in the PMs since 1980! So "whodathunkit" is pretty appropriate.(g) In the other cyclicals, don't own PD (prefer sm caps in the metals). But the chart ref'ed below is one of many examples of what IMO is an important LT trend change to the upside in some of the cyclical industries that will benefit from stagflation. siliconinvestor.com Later this year, am expecting PD's chart to look like this leader among the the lg caps in the Aluminum sector. siliconinvestor.com Setting aside ST plays, what do you like for Intermediate to Long Term growth in the cyclicals? Isopatch