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To: GST who wrote (120193)	3/12/2001 11:17:06 AM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

-Mark: Lets discuss this further -- I am trying to figure out how deep the downturn will be -- its been a spectacular day here and I am ready to pack it in for now. BTW -- looks like gold is testing its wings. Later. << I hold some gold too and up to 10 % of portfolio i have Pdg, Nem, Hm, And Abx.

To: GST who wrote (120193)	3/12/2001 12:39:42 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

gst, what happened to that rally? ;-)

To: GST who wrote (120193)	3/12/2001 8:49:12 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

GST with ITWO and ARBA and all these other wiz-bang co's out there taking over the world, how in the name of God did co's get caught with 6 MONTHS worth of excess inventory on hand? Selectron alone now has $4.7 billion of crap sitting around waiting for buyers. wow. what snake oil these supply chain co's sold. They're as bad or worse than Bezos and his phony book co. (or really good at it, depends on how you see it!) Apparently, the phony "supply chain" joke went on a lot longer than Bezos' book joke did! I'm sure glad I never bought stock in any of them. Their weaknesses are glaringly obvious these days.... I remember asking Glenn not long ago what ARBA does and who are their customers- Well I'm sure their list of clients is a lot shorter these days. Victor