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: craig crawford who wrote (111426)	7/6/2001 1:47:35 PM
From: NOW	Read Replies (1) \| Respond to of 436258

Commodities are an intriguing play over the long haul if for no other reason than the fact that all the wealthiest insiders I know are very busy selling paper to buy commodities, ie Gates and Case

To: craig crawford who wrote (111426)	7/6/2001 3:38:22 PM
From: yard_man	Read Replies (2) \| Respond to of 436258

you need to consider demand for Al -- major end uses are cars cans commerical construction yep, supply is coming off-line, but demand will decrease faster while energy costs stay up -- how has AA done well? these guys tend to sell a lot forward-- they have to Demand is getting ready to take a serious hit. if things were ok, the huge decrease in capacity utilization that has happened in the last year or so should have firmed the price up -- it didn't -- AA will be a good buy south of $20 in maybe 2 - 3 yrs. some commodities will do well -- basic metals isn't one of them, IMO