Thursday, June 01, 2006 10:58:22 AM
"My sense of what you might tell Mr. Cramer" is right on the money.
I would play up the potential of the JDZ - name the "players" with an emphasis on the China impact - and very gently slide ERHE into the mix as the "unheard of minnow" as YOU deem appropriate.
Don't ask around for input...you already know EXACTLY what to say.
And don't let Cramer intimidate you - he likes to do that sometimes. Always remember...you know more about this subject than he does!!
Let us know when you'll be aired.
Cheers and all the best.
U
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