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To: Think4Yourself who wrote (63483)	3/30/2000 5:21:00 PM
From: SliderOnTheBlack	Read Replies (4) \| Respond to of 95453

"Q", Jim L, Jim et al - anyone else trim the runners here ? I sold lots of UPR OEI XTO PXD NBL EOG BR RIG FLC HAL - here; all the margin and 10-30% of the cash positions.I'm down to 40% of my original UPR position. I think it see's $18-$20 this year, but from $8 7/8ths at the bottom not so long ago to $15 intra-day today; looks like "Breather" time to me ? I took profits on my major-mini-integrateds on all the "margin" but not the cash - the only thing I let run completely was small caps & a couple of trading positions. Other than this was a great run and I allways trim & take the "margined" portions of big breakout moves quickly; I looked at the OBV technicals and some stocks like UPR have had tremendous accumulation; and looking back at other cycle legs; it seems realistic that we retrace 10-15% just due to the strong buying subsiding; not so much from selling/dumping... Anyone else share that feeling ? - think it's time to trim back; but not total positions; maybe do more rotation to small caps, 2nd, 3rd tier companies and laggards ? The only thing I am really looking to buy in size tomorrow is some $1-2 retraces if seen in core holdings like HAL RIG FLC PGO and the mini-major's -integrateds like UCL TX P MRO - hell, COCb broke out beyond where I add here, I like OXY in the $18-$19 range if seen. I think we take a bit of a breather, to base here prior to earnings coming out. Buying that dip, right prior to Q1 earnings reporting will be another leverageable play imho. Man; this week wore me out (VBG) ...