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To: SliderOnTheBlack who wrote (60317)	2/15/2000 11:13:00 AM
From: SliderOnTheBlack	Respond to of 95453

Small Caps If anyone remembers last years early spring rally; the small cap E&P's outperformed everything... TMR was a monster, so was RRC. Actually "Q" - RRC TMR CRK RGO and leveraged plays like PXD UPR - even XTO belongs in that group; may really surprise to the upside. RRC has a miniscule financal exposure to Ronca's departure - miniscule; RRC I am starting to accumulate here again - sub $2; it becomes a major chunk of my holdings and I just sit for as long as it takes; they are NOT going BK - that "WAS" the risk last year; they have reduced debt and the JV eliminated that risk. That are out of favor and heavilly shorted. Small caps have a huge run again... certainly worth a basket holding. RRC has some unique situations - huge insider holdings, convertibles with a major arb'd - short position. EEX MHR had nice runs here of late, EPEX had one, then retraced , now cheap again ? lots of small cap plays... $40 APA coming folks - EOG moving...

To: SliderOnTheBlack who wrote (60317)	2/15/2000 11:25:00 AM
From: victorw	Read Replies (1) \| Respond to of 95453

Over the weekend, the Venezuala guy floated an production increase of 1.07 mbd. Now Mexico's floating numbers. I suspect we'll see higher and higher "whisper" numbers out there for increases until the market reacts. Kinda like me getting on the scale after a workout and nudging that weight until the bar falls, and you say damn, too much. OPEC's playing with us, guys, and I suspect they'll have a good time for another month--or, if they're smart--for the rest of their lives. VictorW