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To: The Perfect Hedge who wrote (5113)	12/14/1997 3:17:00 PM
From: tyc	Respond to of 95453

Hi, GD quote from SM : "there's still plenty of upside at NS and Maverick is that the industry is running out of manufacturing capacity. And since steel capacity isn't easily built, industry prices are on the rise. ... says Marshall Adkins, an analyst with Raymond James & Associates in Houston." The concern on tube/pipe shouln't be that much IMO, because After big asia currency depreciate, 1) do they still have money/time to increase capacity to meet the demand ? now and future. 2) can they provide good quality ? 3) is US firm willing to take a risk with financial unstable company ? I have a friend running a business. he said he still hesitate to import the goods from S.Korea because lot of manufacturers seem have problem for the delivery/quality or even might bankrupcy. Last week, Samsung bounce check first time in the history. good luck !