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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (29633)	10/18/2000 8:34:17 PM
From: pater tenebrarum	Read Replies (2) \| Respond to of 436258

i just checked GOLD's latest hedge position...something i do as a matter of course every few weeks. now, since the co. is an avowed non-hedger, this may seem unnecessary, but better safe than sorry, eh? after all, their hedging policies include project- and loan specific hedging, as well as an out for management should it ever wish to reconsider the current policy( " Deviations from this policy may occur from time to time depending on management's view of fundamental changes in the gold market.."). now guess what i find....they are LONG calls on 430,000 oz. , outstripping the handful of calls sold by their Beatrix mine by roughly 100k oz. for this financial year.... needless to say, this is an exceedingly happy state of affairs...

To: patron_anejo_por_favor who wrote (29633)	10/18/2000 9:20:51 PM
From: UnBelievable	Respond to of 436258

I Don't Think I Saw That One On CBS Newswatch

To: patron_anejo_por_favor who wrote (29633)	10/18/2000 9:23:34 PM
From: pater tenebrarum	Read Replies (2) \| Respond to of 436258

<<Texas Instruments would also stick by plans announced in July to expand capacity for producing semiconductors that go into wireless phones as well as a growing range of digital and Internet communications devices. ``We're convinced it's the right thing to do,'' Aylesworth told Reuters, referring to an increase in spending on capacity expansion to $2.8 billion from $2.5 billion. >> they're convinced...i am not.