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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (2176)	9/26/2001 10:16:50 AM
From: Amelia Carhartt	Respond to of 36161

Stolen directly from the pages of Jim Grant.

To: Cogito Ergo Sum who wrote (2176)	9/26/2001 10:35:28 AM
From: rails99	Read Replies (1) \| Respond to of 36161

Hi KastelCo: Re.: CX. Have to balance fact that it is at near high due to home building craze versus fact that US and world infrastructure is at a low. Which/would both continue to drive the pricing for hydraulic cement? Look at chart for CX and compare to similar topping action for some homebuilders. CX is topping (VBG). Got gold? Best Wishes; Rails PS: Actually LaFarge has a new reinforcing/plasticizer proprietary method/material for increasing capacity and end strength of beams in use of cement/concrete. Could be a long term driving force for LaFarge.