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Gold/Mining/Energy : Naxos Resources (NAXOF) -- Ignore unavailable to you. Want to Upgrade?

To: RRG who wrote (5955)	11/28/1997 1:43:00 PM
From: Henry Volquardsen	Read Replies (1) \| Respond to of 20681

HAHA Bob, I think I can figure that one out.

To: RRG who wrote (5955)	11/28/1997 11:58:00 PM
From: GlobalMarine	Respond to of 20681

<<Of course, he could be wrong---and most (including myself) think he will be VERY wrong. If so, he no doubt will come up with some marvelous cop-out. Should be interesting!>> Jay Taylor dug himself a deep hole by categorically recommending a buy on IPM and a sell on Naxos. He hasn't given himself any margin for error or spin control. But I'll be generous here and give him credit for being the first newsletter writer to recommend Naxos years ago and stick with the company despite its ASE troubles. I hope his beef with Naxos is solely with management and not with the Johnson process, because management has been making all the right moves, IMO.