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To: patron_anejo_por_favor who wrote (131350)10/26/2001 2:36:54 PM
From: yard_man  Respond to of 436258
 
was thinking about buying some later ... wonder about effect of coming slowdown in auto sales. Looked it up and jewelry is actually a larger component of demand -=- that surprised me. Still ...



To: patron_anejo_por_favor who wrote (131350)10/26/2001 3:03:08 PM
From: Mark Adams  Respond to of 436258
 
I glanced at it a few days back, when mentioned by an esteemed member. I share tippet's concern about future PGMS demand with a potential decline in auto and electronic sales. I didn't do enough digging to determine their hedge position, which I would want to understand if I were serious about a long.