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To: Wowzer who wrote (48223)	7/20/1999 4:11:00 PM
From: double-plus-good	Read Replies (1) \| Respond to of 95453

Rory, CSGS has been holding up really well today. Hope the earnings are good, but then again one might want to sell into any pre-announcement run-up. If there isn't a ramp and the earnings are good we could have a nice pop. Bought some TEXP, BEXP, a couple of steels and some NEM calls. Traded out of BELW, CLB, CDIS and a partial on SASOY. Will be re-buying PGO, VTS, NE, CDIS, CAM, OLOG and VRC on further retracement. Still have big position in FLC and HOFF. I'm kind of straddling the fence but satisfied with the way I'm situated in the event of a spike either way. Wish I had sought out some short positions in the techs, but I think the market will bounce back a little amd provide fresh opportunities. ++good