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To: ild who wrote (215462)	1/17/2003 6:47:28 PM
From: yard_man	Read Replies (2) \| Respond to of 436258

no, I think HE is consensus. Gold takes a beating as the first bombs are dropped is what everyone thinks ... HUI isn't going back below 100 any time soon --

To: ild who wrote (215462)	1/17/2003 6:54:09 PM
From: Box-By-The-Riviera™	Respond to of 436258

that's interesting. his gut has been good.

To: ild who wrote (215462)	1/17/2003 6:57:07 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

I think he's being a bit cute with it. He sold another 1/2 of his position (if I read the post right)...I don't think we see 95-105 HUI again, either, alot has changed besides the move in the POG and in gold since November (hint: It's the dollar!). The pullback has already been partially priced in/is being priced in by the sluggish moves in the stocks relative to the metal. Finally, all of that discounts a quick end to the war, without any nasty chemical or civillian attacks on our troops there or our population here. But he's a smart guy, he may know more than me, so we'll see....