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To: Ken Benes who wrote (48665)2/9/2000 9:32:00 AM
From: The Barracudaâ„¢  Read Replies (2) | Respond to of 116762
 
Morgan Stanley pounding table for cyclical stocks



To: Ken Benes who wrote (48665)2/9/2000 9:38:00 AM
From: IngotWeTrust  Respond to of 116762
 
While I would love to believe ABX mgmt has suddenly developed ears attuned to stockholders, I do NOT see any evidence of an ephiphany here, Ken.

Munk, Oliphant et al have zero tolerance for any opinion but their own and they certainly are NOT kowtowing to institutional money in their stock, because even those sources of "supportive stock price" players are off chasing the dot-com religion.

It was you that pointed out ---just yesterday???--- at best, ABX is only offering an 80% return in the next 5 years IF they can continue to suppress the price of gold.

To suppose even for an instant that bullion banks are going to turn a deaf ear to THIS gold leasee is quite a stretch, even for this ole prospector!

ABX's ping-pong utterances the last 96 hours are enough to make even Gillespie, dizzy!

No, there must be something else afoot? Could it be a Bre-X spectre has them by the litigation throat? Or did their legal beagles finally wade through all 2000 pages of the Ashanti class action "brief"...

I guess the hardest thing for me to swallow is that longtime ABX shareholders as you label them, give a rat's hiney about the price of their holdings. First of all, they would have to be able to understand
---traditional commodity hedging,
---the gold carry trade,
---derivs,
---ego-maniacal Munk,
and that is just too much understanding, even for Marcus Welby!

Carry on tho',...
it IS nice to dream about ABX finding religion, I s'pose.
But this old sinner just ain't buyin' it...at least not for the reasons you are claiming. I've seen ole ABX's hand in the collection plate one too many times to believe they are suddenly interested in "home missions" instead of "foreign missions."

O/49r



To: Ken Benes who wrote (48665)2/9/2000 9:41:00 AM
From: Enigma  Read Replies (1) | Respond to of 116762
 
Ah yes - the shareholder revolt? Or does Haley - the purveyor of fiction and an ex-shareholder stand proxy for the revolters of your fertile mind? And, BTW, how do you stand on the $12 per share. To use the old cliche, Ken, the one thing that is certain is change. Of course if the management of a company exercises judgement based on all of the facts they can muster - it cannot win in your eyes - the funny thing is that it appears they acted in December of last year. Before the Ashanti law suit. Barrick appears to be bullish on gold - it has acted in the interest of its shareholders as it has all along. You will go on fighting the last war - quoting unatributed articles, whatever, and will miss the boat. I'm not even sure if you are an investor?



To: Ken Benes who wrote (48665)2/10/2000 12:24:00 AM
From: d:oug  Read Replies (1) | Respond to of 116762
 
(off topic) a very short story.

Ken, your view and analysis has always represented to me the correct way
to present one's view in a clear straight forward and using plain English
language devoid of phrases like Boobie's that require doing a voodoo dance,
or like RareBirds that invoke the spirits of past great thinkers.

Hard for me to explain to others how some can read your explaination
and not reply back to you that you seem to hit the nail on top of its head.

agenda agenda agenda

Well, I guess after all it was very easy, not hard.

Boobie uses the cry of lets make this thread better and nicer and
much more correct thru the elimination of the types of posting done
by certain individuals, thru the means of expulsion these from this thread.

Now ofcourse this brings up the freedom of speech issue, which Boobie
will quickly stand behind and support and not appear to be against it.
But ok & yes, but why does it always leave that off taste in one's mind
after she says that ???

Something to do with Boobie saying yes freedom of speech allows me to
say "I want those type of posters to LOSE their freedom of speech."

o my o my o my
what do we have here
is she correct ?
answer: yes

Yes, she have the freedom of speech to say anything she wants,
even to say "remove freedom of speech."

No problem. The guarantee of freedom of speech was created not as an end
onto itself, but as a means to allow free and open discussion about everything,
which includes freedom of speach.

The law that guarantees freedom of speech can indeed set into motion a
course of events for its abolishion. But eventhought this is possible,
it is the only way that allows all citizens to engage on its merits,
rather than being decided by a few for many without their input.

To obtain a different view of what Boobie is doing is to obtain a view
of what Boobie wants, rather than doing.

Boobie wants to be what she has always wanted and been unable to obtain
all her life. She, like Ron Reece's Peanut Butter Cup which are
to me # 1 in a sweet treat, have always had the right stuff to reach
that level of identification thru others. But thats the problem,
she needs others to tell her she is Great and a Leader, and we all have
been taught from day 3, esteem comes from within, not out there.

Now Hutchoo is in the same boat, but he will not admit it to himself as truth.
But, sad to say, Hutchoo does not believe himself and this causes him
to express himself in that callus way, eventhought in reality Hutchoo
is really a nice marshmallow kind sensitive person.

And now for that short story. *

* I said short story, not short post.

"Ken, stop giving me good advice.
Give me bad advice,
then when I do not take it
I will not feel so bad."

Doug