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To: Lucretius who wrote (4931)7/20/2000 11:51:21 PM
From: advinfo  Read Replies (1) | Respond to of 436258
 
You were right, June semi book to bill @ 1.26, up 3% from May...

semi.org!OpenDocument



To: Lucretius who wrote (4931)7/20/2000 11:54:34 PM
From: pater tenebrarum  Read Replies (2) | Respond to of 436258
 
with SIL you can...it has oodles of cash, more than enough to get production going.

i agree with you that Dukat is likely discounted by now. one thing one must say is that PAAS has a clear path for future growth. a ramp in silver prices would be an added bonus. 10-bagger potential, if not more....

otoh, HL and CDE NEED a silver rally...without one they're on the endangered species list. but the potential is equally great due to their high leverage to silver prices.