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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: quehubo who wrote (22614)5/15/2003 7:56:40 AM
From: Ed Ajootian  Read Replies (1) of 206325
 
Que, Boy, that Andy really likes to write! I _tried reading both parts of the article last night after having just skimmed it during the day. He seems to go over the same points 2-3 times. Reminds me of a saying, I believe by Mark Twain: "I woulda written a shorter letter but I didn't have the time!"

For those that didn't make it to Part II I would suggest looking at that, where, toward the end, he gives some very helpful metrics by which to measure how we are doing over these next 10 very critical weeks of storage fill, and he also provides a fairly cogently written conclusion.

The only thing that he is failing to give enough weight to, IMO, is the very substantial increase in gas rigs that began drilling over the last several months, the earlier of which will be starting to get into production any week now. This extra supply will go a long way toward getting things back in line IMO.
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