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To: Think4Yourself who wrote (48306)	7/21/1999 4:45:00 PM
From: Douglas V. Fant	Read Replies (2) \| Respond to of 95453

KL, I held today - am looking to buy some of my favorite E&P small caps/gas stocks shortly... Anyone buy CSGS out there? Earnings just released- and they are blockbuster..Don't ever bet against companies that are riding the buildout of the internet/intranet/cable/telcom sectors....

To: Think4Yourself who wrote (48306)	7/21/1999 4:49:00 PM
From: A. Geiche	Read Replies (1) \| Respond to of 95453

Ken, it was not so much API: Slider and Gary scared us to death. ag

To: Think4Yourself who wrote (48306)	7/21/1999 6:35:00 PM
From: double-plus-good	Read Replies (1) \| Respond to of 95453

KL, i've been rotating out of the stocks like PGO, CDIS and CLB and picking up more enp stocks. TEXP was a good buying opportunity yesterday and BEXP was a timely addition also. i was hoping that TMR would hold at 4 but it looks like there will be opportunities to buy at 3 1/2. IMO its pure foolishness to trade out of NG weighted concerns because of nervousness over the oil price and OSX. as expected, a number of them sold off a little today in the face of firming NG prices -- back to $2.27. attractive buying opportunities there IMO. my biggest problem so far is getting back into the OSX issues that I've traded out of. CAM was approaching my target before that nifty OSX rally. guess i'll hold out and see how this rally behaves. oh yeah, go CSGS!! ++good