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To: andrew r harwood who wrote (1842)4/18/1998 10:14:00 AM
From: VIP Condo  Read Replies (1) | Respond to of 3335
 
Sour Grapes Andrew,

You should take a vallium - and simmer - Sounds like you got burnt in the Bre-X thing.

I'm no genius in this area - but:

Its timing and understanding about CBM that counts here. Some of the least gifted people in the world are the richest because of what they sat on - not how they knew what to do with it or who they knew to sell it. (ever watch Beverley Hillbillies - Lol)

What is needed here is the recognition as to what SIR/ERB sit on and what CBM will mean to the majors in the future. If it is significant - It will not really matter how they play it - We all stand to make a reasonable bundle of money no matter what. Yes More if they really work it - but all the better for us.

If you are so skeptical and cynical of this play - sell - it will loosen you up - otherwise I can recommend a great shrink - that deals solely with POIS (pissed off investor syndrome).

The Condo Guy