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Gold/Mining/Energy : Pan American Silver Corp (PAA-T) -- Ignore unavailable to you. Want to Upgrade?

To: Terry J. Crebs who wrote (311)	12/5/1999 9:34:00 AM
From: Mark Bartlett	Read Replies (1) \| Respond to of 358

Terry, The fact is - Ms. Andrews will be correct 85%% of the time -- simply because most mining plays, especially in today's mining climate, are either underwater, underfunded, or really are garbage. Where I have my axe to grind is -- she assumes that they all are and, it would appear, dumps on them all automatically. The one we got into a p*ssing contest over, stands a better-than-average chance of doing well, even in today's lousy metal's market. But there are no guarantees -- for her to suggest that she was just pointing out the risk, is playing coy ... something like saying "I am just pointing out the risk in Russian Roulette" .... it's obvious there is some risk. But as more is known the risk diminishes; as is the case with the company we were discussing .... certainly not zero (but what business is) but lower than it was 3 months ago. So, before you throw too many accolades Ms. Andrew's way, remember that 85% of the time she'll be right automatically; not bad odds to start from. If you want to throw accolades someone's way, perhaps consider those that find the 15% -- they are the truly astute. All the best, MB