Another follow up on this subject....I took this from Jim Sinclair's website verbatim, hence the quotations. Should be interesting to see what falls out.

"In the early 1980s I wrote a book on the strategic metals and materials war. I owned a minor metals trading business in London at 116 Borough High Street.

I know this market better than most. This is HUGE. It can shut down the Western World high tech industry.

Jim"