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To: SliderOnTheBlack who wrote (56003)	12/3/1999 4:50:00 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 95453

You are incorrect. Sold MEXP holdings in the low 2's months ago - bought back in yesterday. Sold RRC in the mid 4's months ago - bought back in yesterday. There are posts back on the Yahoo threads to confirm this. Did you sell your $17+ MDR today to buy NBL? regarding risk, just what risk is there at current prices? Calculating earnings is very easy in EnP land unless you're an analyst - then it's impossible. There is not nearly as much risk in the small caps as one might expect, and it is more than reflected in the numbers I have been quoting (share price/CFPS). Your position on MEXP is already clear. BTW they made their December payment early and their debt load is dropping rapidly. what really amazes me is that their debt/equity ratio is the same as NBL's!! Ironic huh??

To: SliderOnTheBlack who wrote (56003)	12/3/1999 6:51:00 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 95453

(OT) Slider, Thanks for the Merrill link. Haven't had too much time to look at all the reports yet, but what I have seen looks good. It's a nice tool to compliment what's been discussed here. As for NBL I may have mentioned it first, but you've done the lion's share of the research. Thanks again. I'm sticking to the mid/large caps here. In a worst case scenario I do not want to be holding anything in margin call land. There will be plenty of time to catch the small caps. Maybe not at their lows, but at levels where you can still double and triple your money long term.