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

To: ItsAllCyclical who wrote (60405)	2/16/2000 1:02:00 PM
From: Big Dog	Read Replies (2) \| Respond to of 95453

Teddy! Your fave Street.com writer is no longer on the beat. Yes, the wonderful Mavis has parted ways with TSC. Slider...there's an opening for you. Hell, with as much as you write if you could get Cramer to pay you by the word you'd be TexasRich. Sorry to see Mavis go, but I wish her well. She was one of the good ones that 'got her hands dirty' when doing a story. I'm off to Norway (Lillehammer) in an hour or so. You boys behave... (and grrls) big atoffshore.com

To: ItsAllCyclical who wrote (60405)	2/16/2000 1:38:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Jim L - you keep your healthcare - I add S&L's to my Oil's... WM SUB BAC GSB & small cap S&L's are sooooooo cheap - I have lots of margin left for these as the fed hikes play out, or don't. I think the fed may sit pat if the DOW breaks 10,0000 - then I add solid positions in S&L's - just nibblin here. I am also wanting to have lots of margin buying power for buying blowoffs thru the OPEC meeting, or to load up as more info indicative of exactly what OPEC will do is forthcoming. The buying opps are not over - only the XOI components may not be able to be bought cheaper - but, OSX will be imo... They'll be another FST, or BSNX, or HAL, or BHI blow off - I thought PGO would go to the $12's/$13 on this release - maybe not. I'll be patient. RRC is intriguing here. CRK did not pop untill the release came out - allthough everyone knew what it would entail. RRC is well hedged - we know the #'s... near, or sub $2 - is extremely intriguing. I like RGO here on all weakness as well. re: the earlier EOG question. EOG - is still a core must own - regardless of mgmt rights plans etc. - this see's low-mid $20's with both hands tied behind its back by late summer - period. Sitting for mo PXD under 7 1/2 - I like this one very, very much - nice offshore drilling projects and loaded with onshore reserves - steadily cutting debt; this is a gift here - bank on it. A huge popper coming... haven't we been here & done this one 2-3 times all ready ? How many one day 12% moves has this had ? The stock will be defended here shortly. Rainwater knows what this one is worth - cheaper to buy Oil on Wall St - especially PXD, than to drill & explore for it now ! PXD is insurance AND money in the bank - it's like "me" - misunderstood (VBG)~ I've been pounding the table for FLC this entire cycle; their idle capacity that will hit the water running at peak cycle dayrates literally makes this the coiled spring posterchild - this is THE OSX component to own right here - right now and dont be caught without it as a core LT hold. The Doity Boid will fly very high come 2001... $45 by 4/15/2001. Sarge - pleeeeeeeeeeeeeze own some FLC as your deepwater play, pleeeeeeeeeeze diversify - make FGH no more than 10-20% of your holdings if you insist on rolling the high risk dice; pleeeeeeeeeze don't miss Boom 2000-2001 - I want you to be able to afford airfare to our SI Rig Party table ~ ... I'm concerned about you D-H20SgtK.