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To: marginmike who wrote (56509)	1/10/2001 7:16:18 PM
From: pater tenebrarum	Respond to of 436258

FCX is big in copper...i'm not sure what to think of copper here...it's highly sensitive to GDP growth. BUT FCX is cheap.

To: marginmike who wrote (56509)	1/10/2001 9:04:05 PM
From: Archie Meeties	Read Replies (1) \| Respond to of 436258

Wouldn't touch a copper miner. Inventories have been building for the past 2 months. There may be some price bumps in the metal if some funds wish to paint a rosy picture of industrial demand, but it would be folly to follow their lead. Most miners will get smacked in a round of dollar hyperinflation... even the gold and silver miners if they operate in dollar dependent economies like South America. Those currencies will fall away far faster than the usd and margins will be crushed.