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To: Joan Osland Graffius who wrote (115535)8/3/2001 3:34:53 PM
From: Mark Adams  Read Replies (1) | Respond to of 436258
 
Last weeks Barrons Commodities column was almost scary.

Base metals producers will likely suffer in a global slowdown, and deflation. Currently hold small positions in N, WMC & PCU, so I don't like headlines like PD preparing for 65 cent copper. ATI is the closet I own to RTI/TIE at the moment.