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To: Ronald J. Clark who wrote (60093)2/10/2000 1:17:00 PM
From: Bernie Diamond  Respond to of 95453
 
Ron: Even factoring in higher 1998 levels of storage, the factors I mentioned before, and with JQP's observation of delivery capability, I am still convinced this is the place to be. Should also mention that three warmer winters than average has "minimized" the coming "crisis".

Started long positions in XTO and NBL this morning. Also long FLC, DO, PKD, FGH, BHI, RIG, HAL, GOU and GASFX. And I'm sleeping soundly too. :-)

Bernie