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To: BigBull who wrote (92297)	7/14/2001 9:09:54 PM
From: Frank Pembleton	Read Replies (1) \| Respond to of 95453

BigBull, It's the second weekend in a row where my favorite mainstream papers are writing continuous gloom and doom. Actually, everywhere I look there's G&D :) ...no need to ask why I'm smiling (got gold?) BTW: This is a great site to track the price of oil/gas: gaspricewatch.com Regards Frank P.

To: BigBull who wrote (92297)	7/14/2001 10:32:54 PM
From: Crimson Ghost	Read Replies (3) \| Respond to of 95453

You should change your handle to "big bear" I doubt that even Slider sees crude dropping to $16. I look for a drop to the low twenties.

To: BigBull who wrote (92297)	7/14/2001 11:06:27 PM
From: rails99	Respond to of 95453

Hi Big: Just my ramblings and some questions for the thread. Have you read the OPEC minutes from 1970 thru '75 or so? I did so about 12 mo ago and every thing happening since '98 seems to fall in place in same fashion, history repeats, etc. Oil famines, oil gluts, OPEC cuts and production runs, fed raises and fed cuts, inflation and stagflation; just so familiar now as then- so cyclical, so not different than before! Always the big question: Will/can OPEC stick together and if this time may be different, for a few years; till other energy sources may be sufficiently developed. I believe liquified gas and hydrogen fuel cells are to be the long term answer, if the correct infrastructure/distribution systems are developed properly. Who will be the dominant corporation is the trillion dollar question? Has to be RD BP and XOM will unlock the way to riches (for the billions of shares outstanding(LOL)). Possible we may see Boeing/Lockheed and FedEx shipping nuke waste into space with an economical disposal system (also billions of shares outstanding)? GE will have the residential gas/hydrogen fuel cell business virtually locked up, as they nearly have a distributor system of the equipment nearly in place. May be the big money will be in storage/distribution of the hydrogen required for the system operation and I think RD will have the storage end of that sewn up, when needed. All this JMHO, but it is based on my review of the various annual reports,etc. Thus: May wish to keep an eye on the hydrogen production methods and other; such as to who is the leader in research, implementation and why. Anybody have some more input on the hydrogen angle? Also: Previuosly stated that Dupont has various patents for a production method for a form of PEM (proton exchange membrane, use of precious metals in the process) and MMM has a production/distribution system and sales underway now. Check out PEM on the web and see if you are interested in the future of the product and its uses. Hope some decent discussion can help me search more in the best direction. Best Wishes; Rails

To: BigBull who wrote (92297)	7/15/2001 4:29:46 PM
From: SliderOnTheBlack	Respond to of 95453

BIG BULLSKY ~ re: Roach - agreed ! ... I love the guy, he's one of the few who've been consistantly ahead of the curve here & now he's called the "smoking gun" on a Global Recession... whodathunkit ? ...and given 7 consecutive downward demand revisions by the IEA - gee ? You think he maybe onto something - ;} I'd appreciate a strong, detailed Global view from you when time permits... Insanity, let alone irrational exhuberance have failed to be removed from the market imho; given the rally of off MSFT & MOT's recent news ? Just another wave of "OPM" thrown at the market by fund managers because they can't afford to "potentially" be left behind... DOW/S&P PE's still at insane multiples given reality here imo & tech numbers for 2002 still must come down... NAZ has to see sub 1500 imo & I wouldn't rule out "triple digits". I think Consumer Sentiment is about ready to rollover bigtime & then the US Dollar's day of reckoning is next... Corporate America's CEO's are still calling for a 30% lower dollar... and they're right. Maybe Kudlow, Forbes & now Jack Kemp's call for setting Gold "free" will be heard as well ?