VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: stockman_scott who wrote (46064)	1/9/2002 1:28:20 PM
From: Jim Willie CB	Read Replies (3) of 65232

most sectors depend heavily on economic recovery tech stocks depend on recovery EVEN MORE SO than oil and service stocks techs have a near zero book value baseline oil/gas stocks have a baseline near their book value, derived from their proven reachable reserves techs have profit margins that are disappearing oil/gas stocks still have sizeable margins, and will continue until oil hits $15 per barrel (methinks not reach such lows) as juniors find more oil&gas, their reserves rise and so do their mktcaps if no recovery, then techs go back down to single digits and another round of bemoaning a tech wreck revisited if a widening war, then techs go down fast, while oil rises and the energy sector will see breathtaking gains do you still drive to work? does your house still benefit from electricity? is your office heated? that is the baseline advantage and juniors within the oil/gas sector are growing / jim

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