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To: SliderOnTheBlack who wrote (59848)	2/6/2000 12:27:00 AM
From: Think4Yourself	Read Replies (1) \| Respond to of 95453

I am in fairly deep on FST already from Friday afternoon. I had been looking for a reason to finish exiting my positions in PXD and UPR. That was it. I am VERY pleased with my portfolio at this point. Wasn't impressed with UPR's report this quarter, and PXD appears to be having problems as well. I haven't been able to find any problems, or potential problems, with FST so far. FST, XTO, and OEI comprise over 75% of my portfolio in the EnP's. Very comfortable holding these even if moderately disappointing news is announced by any of them. Also looking to add on weakness. Still watching TMR closely as well, but probably no more shares added before earnings.

To: SliderOnTheBlack who wrote (59848)	2/6/2000 1:57:00 AM
From: Think4Yourself	Read Replies (2) \| Respond to of 95453

Just finished listening to the XTO con call. All I can say is: Wow, I REALLY liked what Simpson had to say. Won't spoil it for those who haven't heard it yet but if you hold or are thinking of trading XTO you really should take the 42 minutes to listen to it. Simpson said some incredible things. He appears to have a clear picture of what is really happening in the industry. I also like that he doesn't appear to think much of the industry "experts". OK, I'll spoil one of the surprises a little. They think the stock price is less than half it's worth and have a solid plan to get it where they feel it belongs. OK, I'll spoil another surprise. You know that $10 mil mark to market loss on their equity holdings as of 12/31? They have made $11 mil of it back as of the con call. OK, one more little clue. Load up in the next few weeks or be left crying over a lost opportunity.