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To: jpthoma1 who wrote (92743)9/23/2007 3:17:39 PM
From: John McCarthy  Read Replies (1) | Respond to of 312486
 
Hi jp

we're on the same page .....

Supply
---------------
(a) would love 3 simple numbers ....
oz for 2005 (actual) 2006 (actual) 2007 (estimated)

Demand
---------------
not really sure that thats doable given the dynamics
of China, India or (for that matter) anybody
else .... in terms of their future
demand for gold ....

I have sort of given up because now and then there is
an article out saying South Africa production is down
such and such % .....

but I don't know how to EVALUATE what exactly that
means to the future price of gold ...

(didn't mean to be this long winded)

regards,
John