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Gold/Mining/Energy : TS TELECOM (www.tstelecom.com): ASPIRING TELECO -- Ignore unavailable to you. Want to Upgrade?

To: Ciao who wrote (1517)	5/7/2000 4:58:00 PM
From: Gordo	Read Replies (1) \| Respond to of 1762

Ciao, I'll send you a PM on the Disney World thing. In terms of GSM, it is still somewhat speculative - earnings highly variable from quarter to quarter. Heard that someone had a margin call and had to dump a whole bunch which is what ran it down to $1.25, but I am surprised its staying there - just no buyers anymore, and continued very inept PR. The oil services sector is interesting, although generally the services sector lags the producers in terms of the cycle. RKS is one I have followed for awhile, but they have never been able to produce consistent numbers (I had been told ahead of time that they would have spectacular numbers, but I took a wait and see approach). Oh well, c'est la vie. RSH is another one on the services side to watch. I continue to hold LBR and BEC - both great value plays as well. Coming into the summer doldrums I generally don't follow the markets as closely - easier to resist the urge to buy things that way. Stay in cash, and wait to see what transpires in the fall. gord