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To: Metacomet who wrote (58725)10/30/2006 12:23:40 PM
From: regli  Respond to of 116555
 
I actually don't think it is the quarterly report that tells the story and the article captures that quite well IMO. The problem is the reserves and that is where these companies are in trouble despite short term fortunes.

Don Coxe has made that point quite eloquently for some time in his arguments to purchase oil sands stocks.