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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (74209)	9/22/2000 11:08:12 AM
From: seminole	Read Replies (1) \| Respond to of 95453

I am glad I can help you out because I exist. I would love to give you all the gold. Can I have all the oil and real estate as my inflation hedge? If my Biotech stocks have a couple of more years like this one maybe we can find a lake for you. I live by the big pond.

To: SliderOnTheBlack who wrote (74209)	9/22/2000 11:09:58 AM
From: SliderOnTheBlack	Respond to of 95453

ISI's Hyman on CNBC - the coming STORM ! - yeah baby; he get's it too... - says the Energy Spike hasn't even fed thru the economy yet - says effect of CB tightening hasn't been felt by the global economies yet either - says INTC's warning signals Tech's break - see's Global Recession coming...and he's right on all fronts imho. I can NOT wait to short JDSU & JNPR... can not wait.... just a matter of time; let them keep pumping up a smaller & smaller circle of tech - it's becoming a bullseye for shorts.

To: SliderOnTheBlack who wrote (74209)	9/22/2000 11:37:31 AM
From: stsimon	Read Replies (3) \| Respond to of 95453

I've been in oils since close to the bottom in 1997 because I could understand the supply demand fundamentals. The world really does run on oil and gas. Nuclear is dead and coal is too dirty. Gold might be a trading play, but as an investment I don't understand the fundamentals. Central banks will continue to sell into any gold rally. Greenspan will snuff out inflation if it gets going. Some day central bank selling will end, but until then gold is just an insurance policy against the apocalypse.