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To: BigBull who wrote (63956)	4/6/2000 11:00:00 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

About time for PGO... I'm very, very over-weighted in FLC & PGO, with HAL & RIG following; I've really re-shifted back to OSX weighting from E&P's - as the mid cap names have run 50%+ from their bottoms and many are fairly & fully valued imho - NBL EOG etc... I think that FLC PGO RIG HAL all have 50% upside from these recent lows thru year end potentially; I think the OSX will get more buying momenteum coming via rotation here than the E&P side. What I still like on the E&P side, are the larger names & mini-majors/integrateds like TX P OXY KMG UCL COCb MRO . Also, small caps will close the gap sooner, or later. I hope I get a pop in some FLC PGO etc. to re-enter some RRC and other small caps. PS SargeK, dont wait to see how the tape reacts to FGH's "CC" - have the guts to put your ass on the line livetime... (VBG). no more monday morning QB's !