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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: pater tenebrarum who wrote (721)6/26/2000 1:08:00 PM
From: double-plus-good  Read Replies (1) of 436258
 
heinz,

thanks for the input on the trading setup you favor. even with the most basic of setups in the sidewalk i-net dungeons of bangkok it was easy pickins riding the biotechs down today. still, one of the first things i'll do once back in the states will be to exit waterhouse and get some better service and decent data feed.

let me know if you have had the chance to look at TRA. it appears to me to have some similar qualities to the situation with TIE. the assets are extremely cheap and the situation is at the worst end of the spectrum. i don't see how the news could get much worse. i expect they will be able to pass along cost increases resulting from the costs of nat gas in short order. i also don't expect anglo will be parting with any of their position at these prices. 15/16 is an all time low as far as i can tell. i've got an order in at 1 i think has a good chance of getting filled.

do you still ahve any CAU? i don't recall their #1 booster, the newly clown-free lucretious, to have made any comment on the franco-nevada withdrawal of support in the montana legal fight. i was thinking of adding on at these prices. NEM is also starting to look fairly reasonable here. any thoughts?

dp
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