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To: SJS who wrote (10383)	10/22/1999 11:56:00 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 14427

Actually, I like the mid-caps and up. Some guys on the SD thread are into the small caps but i favor the bigger boys. Follow that institutional $. BR, UPR, EOG, FST, APA, XTO, OXY(4.5% yield!), BRR, PXD. Check out yahoo research on OEI. 10 strong buys and rising. haven't seen that since Nov. 97 and the driller ratings...er, maybe that's a bad thing! OEI is 9ish and used to trade at 67 a couple years back. they have really cleaned up their act since then and merged with another strong E&P this year, Seagull. IMO, stronger points to look for are: 1.Emphasis on NG production. 2.Lowered operating costs. 3.Lowered debt. 4.Return to prifitability. PXD and OEI have all 4 cylinders working. Actually, Slider does excellent research on E&P and he is pretty generous with sharing his info. Notwithstanding his black sheep status of late on the SD thread. -g-

To: SJS who wrote (10383)	10/23/1999 3:10:00 PM
From: Alski	Read Replies (2) \| Respond to of 14427

Steve & thread, Anybody interested in E&P but not too sure which one might want to check out PEO. Closed end mutual trading at 17% discount with 13 day short ratio. But, please, do your own DD. peteres.com Back in the semis - anybody know anything about TLCM? Chart's not looking too hot right now but a couple of anal-ysts are incredibly high on it. Predicting phenomenal growth. Thursday's Q report not too spectacular, nor the 14% sell off Friday. Y'all think this one might be a good one to watch for a recovery? FWIW...Alski