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To: BigBull who wrote (56789)	12/13/1999 12:39:00 PM
From: Roebear	Respond to of 95453

BigBull, Some good news on the weather front, the NAO is turning back toward the zero line, has lost 60%of recent positive measure, will be near zero line tomorrow likely. Least positive reading since before Thanksgiving. Negative readings would be great but not there yet. Bottom line, cold weather now more likely. Roebear

To: BigBull who wrote (56789)	12/13/1999 12:51:00 PM
From: SliderOnTheBlack	Read Replies (3) \| Respond to of 95453

Couldn't resist - ie: the E&P to OSX valuation gap; SSB upgrades E&P's cheapest in 6 years ! Monday December 13, 12:34 pm Eastern Time (Note: this article is ``in progress'; there will likely be an update soon.) RESEARCH ALERT - Salomon upgrades E&P stocks NEW YORK, Dec 13 (Reuters) - Salomon Smith Barney said Monday that analyst Thomas Driscoll had upgraded the stocks of four oil and natural gas exploration and production (E&P) companies to buy from outperform and reiterated his buy ratings on eight others, saying the group's shares ``are now cheaper than we have seen during the last six years.' -- said that ``continued warm weather and a continued tech stock rally could lead to continued poor E&P stock performance. However, we think that investors with more than a 60-day time horizon should aggressively purchase E&P shares.' -- upgraded Vastar Resources (NYSE:VRI - news), which was up 1-7/16 to 56. -- upgraded Pioneer Natural (NYSE:PXD - news), up 3/8 at 8-1/8. -- upgraded Burlington Resources (NYSE:BR - news), up 2-1/8 to 33-1/16. -- upgraded Noble Affiliates (NYSE:NBL - news), up one to 20-3/4. -- reiterated buy rating on Anadarko Petroleum (NYSE:APC - news), up one at 31-3/16. -- reiterated buy rating on EOG Resources (NYSE:EOG - news), up 1-1/16 to 16-11/16. -- reiterated buy rating on Santa Fe Snyder (NYSE:SFS - news), unchanged at 7. -- reiterated buy rating on Union Pacific Resources (NYSE:UPR - news), up 9/16 at 12-5/8. -- reiterated buy rating on Vintage Petroleum (NYSE:VPI - news), up 1/8 to 10-3/16. -- reiterated buy rating on Talisman Energy (Toronto:TLM.TO - news), down 1 at 24. -- reiterated buy rating on Gulf Canada Resources (Toronto:GOU.TO - news), unchanged at 5.10 -- reiterated buy rating on Canadian Occidental (Toronto:CXY.TO - news), down 0.35 at 27.20. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++ OSX retraced its gains here & E&P's ramping on good volume. I am not so sure the two are related ? ... allways has & allways will - pay to beat the crowd to the party ! ...unleash these hounds;Let 'em run baby run.... Hoooooooooooooooooooo Hah~

To: BigBull who wrote (56789)	12/13/1999 1:04:00 PM
From: Brian P.	Respond to of 95453

Per the background discussion on this thread about the tech stocks being overvalued, here's an argument that many of them are but one of them, JDS Uniphase, is not: virtualmoneymanager.com I've seen similar arguments about GBLX, which was mentioned by Teddy on this thread recently. I hope y'all don't think I'm spamming--I think a reasonable strategy at this point in this market is to balance your portfolio between carefully selected, fast-growing but correction-vulnerable tech stocks and rotation-benefitting, low-flying oil service and E&P stocks.