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Gold/Mining/Energy : Derlan (T.DRL)

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To: Greg Spendjian who wrote (235)5/30/1999 1:15:00 PM
From: thomas gentry   of 319
 
Greg,

On one hand, legitimate shareholder concerns like this will continue to weigh heavily on Derlan.

Yet on the other, it's impossible to overlook the Boeing deal. Opportunistic though they may be, credit for the deal has to go to Derlan's management for "bringing in the big one".

It's this matching of issues of questionable trust and past performance against the only thing in business that counts - profitable sales - that is the stuff of price volatility (and trading profits). Count on the trading houses to continue to milk this dichotomy for all it's worth.

Again, Derlan will present exceptional trading opportunities in the weeks to come.

Thomas
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