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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Joe Sixer who wrote (3942)	4/28/1998 9:32:00 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78476

Joe Sixer: re: easing of titanium crunch. Need some clarification. You see this as a neg. or pos. for TIMT? TIMT processes the stuff, so they'll just continue doing that profitably I hope, and pass on the overall lower cost to Boeing/Airbus/etc. Or maybe because Ti will get cheaper/more available - TIMT will find other uses for it? Or maybe other processing co's (CYX, PD,etc.) will be able to now get access to the raw material and compete with TIMT? That wouldn't be so good for TIMT shareholders -g-. TIMT has a long term fixed-price supply contract from Kazakhstan. Hard for me to see anything long term or fixed in that region -g-. Say, you're not buying TIMT today are you??? --Somebody is propping up that stock -g-. Paul Senior