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Denis2, Drex99, pontonrb, etc - you guys still out there?

The ECONOMIST current issue (Oct 30 - Nov 5) reports (p114) in the Economic Indicators section that nickel has doubled since Dec 98 and the price is at it's highest since 1997 and goes on to state "A nickel shortage is looming"

As I spent some time researching nickel, I am left with the questions -

who produces the 95% of the world supply that INCO doesn't? (I know about the Aussies)

is the recent partial recent downturn in INCO a reflection of the strike? / a buying opportunity?

what will the effect of the strike be on INCO?

is there another investor worthy nickel producer who stands to benefit from INCO's distress?

I would anticipate keeping INCO for ~18 months.

You guys seem to be pretty savvy at this, what are your thoughts?

Thanks, Bill

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