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

To: SliderOnTheBlack who wrote (75175)	9/30/2000 12:09:18 PM
From: ItsAllCyclical	Read Replies (3) \| Respond to of 95453

Oil - Inflationary or deflationary... (Don Coxe) webevents.broadcast.com He argues that this time will be different (deflationary). Slider, assuming he's right do think your gold investments will stay flat? Or do you feel a falling dollar will be enough (post election)? I know you've talked about the consumer debt levels as well so there could be numerous catalysts. Just thought it was an interesting take talking about high oil prices being potentially deflationary. (He talks about energy exclusively 20 minutes into it - he's still very bullish on energy)

To: SliderOnTheBlack who wrote (75175)	9/30/2000 1:59:48 PM
From: BigBull	Read Replies (1) \| Respond to of 95453

Biblical? arabia.com\|29952,00.html I cannot imagine a worse place or a worse time for this level of violence. Maybe the parties involved can pull back from the brink. Maybe.

To: SliderOnTheBlack who wrote (75175)	10/1/2000 10:18:30 AM
From: Sharp_End_Of_Drill	Read Replies (1) \| Respond to of 95453

$lider, you strike me as a betting man, so would you take me up on a gentleman's wager regarding your GLBL, PGO, and ATW picks? I'll take: SCSWF vs. GLBL for subsea construction KEG vs. PGO for service (not a pure comp, but I won't buy any seismic) PDE vs. ATW for drilling contractors I think #1 may give you a slight edge, #2 gives me a large edge, and #3 is pretty even. Will you bite? All at Friday's close SCSWF 14 7/8, GLBL 12 1/2, KEG 9 13/16, PGO 17 1/4, PDE 26 1/2, ATW 41 11/16. Sharp P.S. Out of respect for the gold story I bought some HM Jan 2002 5 calls, since buying them they have ticked up a little but the spread is so large they are now just break even.

To: SliderOnTheBlack who wrote (75175)	10/1/2000 12:36:56 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 95453

Slider, I think that this assessment assume that SA does not know what really happened on the eve of Iraq invading its neighbor. The American press may not remember and the story was rapidly quelched at the time, but on the eve of that invasion, our lady ambassador had a chat with the Iraqis, and was told of their intentions, and told them that we, the US, would consider Iraq recapturing "territories in questions" an "internal affair". I doubt that such an important statement would originate from the ambassador, and as far as the Muslim world is concerned, it was a ploy to "reentrench" waning American influence in the region (and take the US public's mind from some minor internal economic problems at home). It was a master minded exercise to drag Iraq into a confrontation (for which the poor Kuaities paid a dear price), impose a threat on SA which will then force SA to call in "the Cavalry", and thus reestablish American influence in the region. One thing you should not assume about the Arab leaders, they are not stupid, they remember that Bush Sr. first put them in that hot water so he can then "come to the rescue", and thus reestablish lost influence in the region. The last thing they want is to "say thank you" to the Bush family, IMHO. Zeev