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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: kollmhn who wrote (9342)	5/1/2002 2:52:46 PM
From: excardog	Read Replies (2) \| Respond to of 206160

FWIW I tend to agree with the double dip recession scenario that has been laid out by a few. Since our economy runs on cheap energy one can pretty well look forward and see the brakes being applied. Regarding coal I read somewhere that the rivers are so low or predicted to be so low this summer back east that there has been some or could be difficulty transporting coal. Any truth to this? Also read that low rivers could effect cooling of nukes. RIG broke out finally. Super bearish API and oil stocks climb? AGA appears pretty bullish though. Scott

To: kollmhn who wrote (9342)	5/1/2002 5:55:21 PM
From: t4texas	Read Replies (1) \| Respond to of 206160

thanks for the thoughts about coal, because i have some low bids in on some coal stocks. although i still have some osx stocks and i have sold some drillers (too soon), i am still surprised how well the ng stocks are doing. coal just gets worse, but ng osx and e&p's just get better. the messages out of the coal ceo's say demand is way down, and that seems inconsistent with the message the ng stock prices themselves are telling. how long before this divergence corrects itself will be interesting.