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To: Douglas V. Fant who wrote (46695)6/21/1999 4:22:00 AM
From: dfloydr  Respond to of 95453
 
An unexpected cutback:

STRATFOR's
Global Intelligence Update
June 18, 1999

Russia Turns the Screws on Azerbaijan --
Perhaps Counterproductively

Summary:

The Russian Fuel and Energy Ministry has announced that, due to
instability in Chechnya, the Baku-Novorossiysk pipeline may be
shut down indefinitely. This move, partially strangling exports
of crude oil from Azerbaijan, may be an effort to pressure Baku
into less confrontational and pro-Western behavior. However, if
that is the goal, the move is just as likely to be
counterproductive, driving the wedge between Baku and Moscow
still deeper and sending Azerbaijan closer to the West and
perhaps Iran.




To: Douglas V. Fant who wrote (46695)6/21/1999 1:00:00 PM
From: PashaBear  Read Replies (2) | Respond to of 95453
 
Douglas, I think the Internet fund is OK, but I am also a big fan of CMGI as a proxy for the entire area (essentially a closed-end fund that is a highly intelligent venture business). LPGL and SFE are baby CMGIs (but why not stick with the best and biggest - buying CMGI mirrors the Internet sector the way SLB mirrors this one).

Anyhew, I always enjoy reading your posts...

PB


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