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To: SargeK who wrote (63403)	3/30/2000 9:51:00 AM
From: SliderOnTheBlack	Respond to of 95453

FGH ALERT: cover shorts and/or go long - BUY FGH NOW - eom. ...in my personal opinion. I have NOT changed my opinion of the FUBAR with the HLX merger, I am NOT a big fan of Holloway; but I think it "may" be very, very prudent to cover all shorts - and if one is so inclined - GO VERRRRRRRY LONG ON FGH - right NOW. ...mo later.

To: SargeK who wrote (63403)	3/30/2000 10:01:00 AM
From: chowder	Respond to of 95453

Hello Sarge! I'm responding to your usage of statements made for the end of 1999. Sarge, if I were going to invest on 1999 activity, I'd be over in the tech's. You can't weight a decision on past results. You must weigh your investment on future expectations, allowing for risk. If the GOM is heating up as you allege, and I agree with you there BTW, then the other fabs should get their piece of the business too. The question in my mind is, has JL created enough uncertainty in the future prospects of his company to cause him to lose market share? Apparently, most investors are willing to invest in the future prospects of a GLBL, HOFF, GIFI, etc whereas it appears that with FGH, they are going to have to show the money first. That's the price they pay for creating a credibility gap with the investment community. My opinion of course. Regards, dabum