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To: pilot_light who wrote (63514)	3/30/2000 11:30:00 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 95453

>>Slider, I can not believe how you called this one, absolutely incredible << Not to knock Slider, but it was about as easy as they get imho. Slider has made a some great calls lately, but this one had burning 30 foot letters saying BUY, BUY, BUY. OPEC wasn't going to do anything stupid. Remove the uncertainty and the stocks rally. The ONLY reason I sold some was because I was fully leveraged using almost every last bit of margin. I took the opportunity to take some nice profits in case the tech selloff spills over. I agree with most. The integrateds and E&P's will not pullback much. They may consolidate or move sideways, but we have a long ways to go before we approach fair value let alone overvalued. I may buy back into MRO, UCL and OXY tomorrow or monday, but I'm done with options unless we get a really good pullback.