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

To: Jim Willie CB who wrote (28214)	2/16/2003 2:01:43 PM
From: mishedlo	Read Replies (2) \| Respond to of 36161

JW. Long term film is going away. Period. Just a matter of time. The whole world is going digital. Film is obsolete. If you think I am biased, I assure you I am not. I am a part time professional photographer with over 80 magazine covers, who still uses film, and has never used digital. I am merely stating what I believe to be obvious. That said, who cares? The % of silver use in the photo industry is relatively small. I seem to recall 20% or so. Also consider that recovery of silver from the photo processes are large (do not have the number here so I will make one up, lets say 50%). That means even if Silver usage in the photo industry heads to zero, the total impact on the demand for silver falls at most 10%. If someone has better numbers please plug them in. My point for silver bugs is: Yes indeed photo use is headed towards (but will not reach zero) It does not matter as much as anyone thinks M

To: Jim Willie CB who wrote (28214)	2/16/2003 4:45:44 PM
From: habitrail	Respond to of 36161

<<PLEASE NAME ONE industrial appln that can substitute for silver? >> Um, OK: "Substitutes: Aluminum and rhodium substitute for silver in mirrors and other reflecting surfaces. Tantalum can be used in place of silver for surgical plates, pins, and sutures. Stainless steel is an alternate material used widely in the manufacture of table flatware. Nonsilver batteries being developed may replace silver batteries in some applications. Silverless black and white film, film with reduced silver content, and xerography are alternatives to some uses of silver in photography." minerals.usgs.gov "There are many substitutes for silver in a variety of applications. Most importantly is the advance of digital imaging that no longer requires image development using silver related products. The use of stainless steel for ornamental tableware is replacing traditional silver. Aluminium and rhodium can be used instead of silver in mirrors and other reflective applications." mbendi.co.za "Silver-free photographic films are available for certain applications as alternatives to silver halide based technology." iams.org Maybe you'll complain that these are somehow "lame", so let me remind you that many more substitutes will come out of the woodwork as soon as the price looks like its heading up. and then, of course, theres digital imagery. <<dont bother to mention digital imaging versus photography, that is a hollow card, China and India middle class photobugs more than offset>> D00D, get real. Don't you read the news? China has, like, 12-15% unemployment, corrupt officials, tax collectors running amok, a clampdown on press excursions into the countryside. Lots of the so-called Working and Peasant classes cant even eat regularly. The only people with the money for Photography are rich, Keropi-loving gadget freaks that can afford a stupid digital camera. I don't think that photography is a popular hobby with the Chinese government, or the Chinese people, and so I would not be drooling over the prospect of millions of poor chinese people dropping their hoes, grabbing a N-60 and snapshotting the dickens out of their poverty and squalor.

To: Jim Willie CB who wrote (28214)	2/16/2003 5:46:45 PM
From: habitrail	Read Replies (1) \| Respond to of 36161

<<did you read? or just check section titles?>> I read your rambling, meandering, jabbering prose until my eyes boggled, my face became numb, and my neck muscles were steeped in lactic acid from the strain of holding my head away from the sleeping pillow. In the end my stupefaction was complete, and welcome torpor ensued. <<did you read the article closely?>> You seem to fancy that that your posts are being hovered over like the torah by muttering rabbinical scholars, their payos brushing against the pages, the sound merging with their mystical whisperings. Bzzt! Sorry, wrong answer. <<could my answer be any more comprehensive and detailed?>> Could your answer be any more long-winded and obfuscatory? Why don't you just answer my questions, if you can? Why Gold? If Gold, why Silver? Why not Platinum? Why not Oil? Why not Diamonds? Do we have to take delivery of gold to be safe? I guess not since you are hawking Cardero like a life insurance salesman and talking about all the funds that are going to get into the gold sector. Since we don't have to own the commodity why isn't oil a better choice? You mention oil, but the title of your article is Gold Volcano, not Texas Tea, so I guess you think that gold will be bigger, but you don't prove why. <<I dont undermine your argument one iota>> Who's not reading now? I said that you undermine your own argument by saying silver will rise because of global monetary collapse (with order of magnitude in the Jillion Billions), and because of industrial demand ( order of magnitude a few billion). (Jillion Billion)/(Billion) = Jillion, global monetary collapse wins ! Who cares about Global monetary collapse + Dinner service for 12? <<I dont even begin to understand these questions of yours.....[habitrail said:]*You use a volcano metaphor, Within that metaphor, I ask avenues through what? *>> I will make it simpler with a fun, non-volcanic metaphor. Think of your arguments as a path for what could happen, and the global economy is a giant flock of sheep. But wait! the path is through a meadow, so the little sheep can go wherever they want and stray off the path into that patch of daisies over yonder and roll around and play and wait for their shepherd to come over and play with them (who is he?). In other words, Jim Willie, you have described a path for what can happen, but if you do not show why other things won't happen, thereby preserving the integrity of your "path", then you have wasted your time.