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Non-Tech : The SHAW Group -- Ignore unavailable to you. Want to Upgrade?


To: Howard G. who wrote (243)6/1/1998 3:02:00 PM
From: Greg h2o  Read Replies (1) | Respond to of 291
 
no doubt, but keep in mind when the other cyclicals were moving, SGR was stuck. Even if you want to tie it to other energy stocks (which is only a portion of their business), it didn't have the upside move the rest of the industry had. They control 80% of their market...a market that isn't going to just go away. Yes, it is somewhat cyclical, but I was in Belize a few weeks ago and the one thing I noticed (in areas without running water) was Seimens building out power supply. This arena will continue to grow....
greg