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To: SliderOnTheBlack who wrote (63563)	3/31/2000 1:21:00 PM
From: Think4Yourself	Read Replies (2) \| Respond to of 95453

Don't know how the CAM folks feel but I feel great being fully margined. My only down holding is also my smallest: BR. It may take a much bigger dump as the lawsuit news begins to spread, so I did sell it just now. My portfolio is up 4% so far today, even before selling BR. edit: Dang, got out just in time!

To: SliderOnTheBlack who wrote (63563)	3/31/2000 1:55:00 PM
From: BigBull	Read Replies (3) \| Respond to of 95453

Slider, for the next 2 months most of my moves have already been made. Minor tweaking is in order if I get very strong pops. Bottom Line: This cycle is bigger, stronger, and more long lasting than the last. Reasons: 1. More durable, longer lasting growth in emerging markets. 2. More disciplined OPEC with new leadership (Khatami/Chavez). 3. NG bubble gone. Period. 4. US economic growth path (based on demographics) strong till '09. 5. European growth strong to '11. 6. The emergence of China as a major industrial power. (4000 years of history argues for China re-asserting Asian dominance). If the thread is interested, I'd be happy to cover the story. All the above are firmly held convictions by yours truly. These beliefs are (in part based on unfolding facts) leading me to believe that the '97 cycle should be used with great flexibility as a yardstick. It should not be ignored, but it should not be viewed deterministically either. Every cycle is different. Keep an open mind, adjust to market realities. The ability to isolate the differences have separated the "men from the boys". I am in accord with you that some of leadership stocks here need to consolidate gains here. That alone may make the OSX level out over a period of weeks. However, there are tremendous trading opportunities underneath - this is where TA shines. Finally, I am coming to the conclusion that the US NG story alone will put a solid floor under OS issues. $3 NG is virtually unheard of in May. You are right, the NG story is being lost in the din of This OPEC meeting. This is why I am emphasizing stocks that are leveraged to that story but are not over extended. In OS land KEG stands out. Most of my trading profits will be ploughed into a sub 12 KEG on that basis.

To: SliderOnTheBlack who wrote (63563)	3/31/2000 3:31:00 PM
From: Roebear	Read Replies (1) \| Respond to of 95453

SLider, quick chart notes, BELW may fly but it will be without me, I am trimming margin a bit, just a bit, and without a breakout there is always the danger of a breakdown and I don't wish to suffer any losers in this BOOM. That said it will probably now take off. UPR had an upper wave candle yesterday, not exactly a high wave as the body is to big and bullish, the upper wick is there. High wave types have given UPR a hard time in the past. It is worth noting that the last time UPR defeated a high wave candle (actual, not similar) was in July and it launched its run up to 19 3/8. I suspect this may be the case again if we get a good close on UPR today. Likely I will hold UPR till nearer 20. Best Regards, Roebear