John Embry Interview:

When asked about the mining shares specifically Embry had this to say, “Well they haven’t moved up a lot with gold and silver, I mean they’ve been sort of wallowing a bit. We’re not talking about a trillion dollars worth of paper (total value of all mining companies), and consequently if money decides it has to come into this space, it’s going to be like internet stocks in the ’90’s except they (mining stocks) are going to have real fundamentals.”

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2011/7/13_Embry_-_Mining_Shares_Will_Be_Like_Internet_Stocks_in_the_90s.html