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To: Lizzie Tudor who wrote (73658)	8/13/1999 12:37:00 PM
From: Robert Rose	Respond to of 164684

<Did you dump your gold then, and how did you do with that? > Sold half my gold yesterday for a 4% profit. (Beats 2 days worth of money market interest :>) Wanted to lock in my modest profit in case the pog (price of gold) retreated after friendly ppi numbers were reported. I plan to hold my other half until Tuesday. If cpi is benign, I will sell (probably at a loss) and chalk it up as an insurance premium. If nasty, I will hold through August. (UK is selling 25 tons on Sept 24, so I may need to reassess then.) As I board the airplane tomorrow, I will be holding the inet blue chips (minus ebay), exds, gnet, nem and 25% cash. When I return, if the sky is blue I will probably enter into stocks like dscm, icge and hsac. Aloha. Rob