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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: ValueGuy who wrote (41942)	3/24/2011 11:38:37 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78753

re conflict minerals - I doubt you will find more than a footnote in 10k's. it is nothing more than a chain of certificates that is required. there are lot's of these around already for safety (MSDS - material safety data sheet) and such. This is nothing new and there won't be many consultants put to work. I think it follows the don't ask, don't tell principle - as long as you have the certificate from your supplier that the stuff comes from allowed sources, you don't have any incentive to dig much and do forensic investigations if this is indeed all what it's supposed to be. As I mentioned before, except for price pressure with certain rare minerals (Molybdenum, Tantalum etc.) there won't be a big impact. I think the Chinese will buy this stuff no matter where it comes from, it will be build into parts and they will go to the US or anywhere else in the world.