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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (60090)	2/10/2000 12:28:00 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 95453

Your margin comments are wrong. JimP and I were very vocal about buying yesterday, and we were the heavy margin users. A nameless person mostly in cash came out later and said he bought near the low in XTO. I checked the ticker and discovered I bought the vast majority of it at that price, So if someone is now overweighted they probably only have a few thousand shares. Regarding PXD and UPR, what you are saying is old news. I pointed out their declining production weeks ago when I sold UPR at $12 1/2. Some folks said I didn't know what I was talking about. Same thing now happening to BSNX and FST, 2 more "doglike" stocks I quickly traded. Must admit you surprised me a bit. I really expected you to say you were back on margin (at the lowest prices) now that the rally is for real. Not wanting to get into an argument here. I made some good coin on PXD, UPR, FST and BSNX thanks to you. Thanks for that.

To: SliderOnTheBlack who wrote (60090)	2/10/2000 4:45:00 PM
From: BigBull	Respond to of 95453

Slider, speaking of picks and shovels, did you see NOI today? Damn! What an animal! And here I thought I was a genius for picking LSS. Whew. You are absolutely 100% corrrrrectamundo, picks and shovels is where the moneys flowing right now in OSX land. Land drillers too. Seems to be a back and forth rotation into and out of these subsectors. Don't think I'm not sorely tempted by stocks like P & UCL at these prices. P is becoming more E&Pish by the day and is an old favorite of mine. Have you heard anything about what's going on in Bohai Bay? This was considered a dead sea not too long ago, and all of a sudden P and KMG make some decent finds? Just think my pipes have some room to run. I may rotate into some E&P's on a short term basis a little bit later. I kinda like PPP on a technical basis. How come you E&P guys don't mention ole Pogo? Too expensive?