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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: nspolar who wrote (13821)	6/4/2002 2:43:03 PM
From: waverider	Read Replies (1) \| Respond to of 36161

Re-entered RIG at 34.92 just a bit ago. Major support thereabouts. wr

To: nspolar who wrote (13821)	6/4/2002 2:48:04 PM
From: gold$10k	Read Replies (1) \| Respond to of 36161

nspolar, There's a lot of common ground in our choices and approach to PMs... hope it works! <g> XAU and HUI both pulled back below last Wednesday's highs, so the wave 4 scenario is still in play. Best, vt

To: nspolar who wrote (13821)	6/4/2002 2:52:06 PM
From: Frank Pembleton	Respond to of 36161

nsp... as you already know -- I don't like the OSX, yet! I'm bearish and will continue to be bearish on this sector. FWIW, a person should pay special attention to electricity demand - spark spreads and the Calpine Corp. they're interesting indicators on the demand of NG and the profitability of the producers. IMHO natural gas supply/demand is a U.S. story and not an international one - exchange rate are less of an issue. Silver and PGM are what I'm interested in at the moment - have too much gold in my portfolio - companies like First Point Minerals, Anooraq and Western Copper are at the top of my accumulation list. Regards, Frank P.