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To: craig crawford who wrote (130421)	8/22/2001 10:02:06 AM
From: Oeconomicus	Read Replies (2) \| Respond to of 164684

Craig, I may regret starting another conversation with you, but I am curious about your case for coal. On the one hand, technologies for burning it more cleanly means more new generating capacity burning coal, hence greater demand. On the other hand, a sustained high growth in demand for electricity seems to imply either accelerated global warming (California air conditioners running full time and unemployed tech geeks scrounging for returnable soda bottles to pay the bill;-) or continuing economic growth (Aluminum smelters and auto assembly lines running, and home PCs humming). Why do you think coal would make a good three year play?

To: craig crawford who wrote (130421)	8/22/2001 9:29:10 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

<< if you have a 3 year time horizon gold will make you money. if you have a 3 month time horizon gold could get cheaper first. i really don't know. i think you can make money on coal 3 years out. i think you can make money on many of the base metals and many other commodities as well. coffee, cotton, beans, sugar etc. >> wow! who trades commodities contracts with a three yr timeframe? Superman? I thought commodities contracts were traded for a matter of days or at most, weeks. Three years? Yikes-O-rama squared!! Victor