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

To: jim_p who wrote (63424)	3/30/2000 10:46:00 AM
From: hdrjr	Respond to of 95453

OT: More rotation to come, the NAZ opened right at the 50ma of 4538. The bounce was to be expected, but this time it will not hold IMHO. A close below 4538 will be very negative for the techs and excellent for us in the EnP's and OSX's. If the techies apply their past buying logic to this sector, oh my I wish I had some drillers. hdr LOng oil, short tech(at least temp.)

To: jim_p who wrote (63424)	3/30/2000 11:19:00 AM
From: diana g	Read Replies (1) \| Respond to of 95453

Re: Laggards I like TBI a lot here. Doesn't seem to be much interest in it here, but if anyone would like to read the Credit Suisse First Boston Report on the TBI/VRC merger it was posted on the Yahoo!VRC board by poster 'hedge_em' (Thanks, hedge_em!) Here's a link to part one: messages.yahoo.com Jim, I remember you bought some VRC on the drop. You still like VRC? I used the TBI entry myself and I wonder if I may ask you your reasons for paying the premium for VRC given the .7125 ratio on the deal? The BHI selling of its stake in TBI seems to have been holding it down. The market has been mulling over the merger and it looks to me like it's getting the 'thumbs-up'. I think TBI is now very attractive. --But I've been wrong before! Other opinions solicited. regards, diana