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To: A. A. LaFountain III who wrote (46124)	6/4/1999 2:19:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

tad, excellent points. btw, the bit players don't need to give up the ghost - some big players do to. now, is mona that stooopit? or is there another zitgeist (sp?) in the air? i'm not sure some folks are unloading and they may just walk the sheep right over the cliff this q... i hope for the nitwits to run this above $40 one more time ;-)

To: A. A. LaFountain III who wrote (46124)	6/4/1999 2:30:00 PM
From: Fabeyes	Respond to of 53903

... What happens when half-a-dozen major players all do it together... That is a good question. Wonder if an additional flag, from another company, would be flying in Boise soon?

To: A. A. LaFountain III who wrote (46124)	6/4/1999 7:02:00 PM
From: Bill F.	Read Replies (1) \| Respond to of 53903

tad-if several players do it together then you have the situation we have now.a price war.that is why mu is going to single digits and not up a bunch. it is a bad business,period.any one here want to buy steel stocks?its a better story.

To: A. A. LaFountain III who wrote (46124)	6/4/1999 8:55:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Tad, his explanation back on the conference call of last Q definitely had echoes of Nikita Kruschev's "we will bury you". The way I interpreted it, the only thing that was missing was the sound of the shoe pounding on the table. The reason why we never launched and they never launched was MAD - mutual assured destruction. Outside of the lunatic fringe in the SAC who provided the inspiration for Dr. Strangelove, everyone knew there was no palatable victory to be had. As a group, these players don't seem to grasp that concept as much as they should. How that fits in with the primary source of competitive advantage for these products--lowering costs--I don't know. But what you're saying about the net effect - absolutely. It's like trying to kill a fly with a sledgehammer. Maybe more like trying to kill a fly with a sledgehammer only the fly happens to be sitting on your big toe. You'll kill the fly, but how much pain are you willing to undergo and how long will it take for the ache to go away? Best Regards, Tom