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Gold/Mining/Energy : Yogen Fruz IT'S ALIVE, IT'S ALIVE -- Ignore unavailable to you. Want to Upgrade?

To: Stocker who wrote (1215)	3/5/1999 9:24:00 AM
From: AGORA	Read Replies (1) \| Respond to of 2453

Good morning, Stocker. Your analysis of "expectations" is a good one. On the surface, it appears we actually agree on what moves the markets. You call it "expectations" and we call it "sentiment". Where we probably disagree is where we think current expectations are too low/pessimistic. Likewise, at $14, expectations were too high. There are definitely issues that YF must deal with, as you accurately point out - but we think most good companies go through downturns and bounce back. Said another way and using your analysis, " it will be because today's expectations, based on what we know now, were wrong." Thus, we like to be invested during the downtimes and wait for expectations to return. Once again, thanks for your commentary. These kind of debates are what make markets. Regards, AGORA agoracorp.com