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To: BigBull who wrote (56735)	12/11/1999 11:41:00 AM
From: Crimson Ghost	Read Replies (2) \| Respond to of 95453

BB: You misunderstood my post. The article in question argues strongly that this perceived new erea "wisdom" is merely a passing fad. That is my view as well. The current environment of exploding tech stocks while so many other sectors languish cannot last much longer. But painful for OS stockholders in the interim. In Don Coxe's latest market discussion he reports having dinner with the chairman of an oil firm. When asked why this firm was not hiking capex in a big way, the CEO said he was sure crude would be dropping sharply soon and wanted to see where it settled before making final capex decisions.