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

To: Think4Yourself who wrote (65283)	4/26/2000 10:47:00 AM
From: pilot_light	Read Replies (2) \| Respond to of 95453

Record Earnings? Nothing seems to move the Mo to the oil patch. I am holding E&P's and integrateds and am getting ready to dump them and buy tech, so once I do that, this sector will move up. LOL. MRO, TX, OXY, they have great earnings and the street just yawns.

To: Think4Yourself who wrote (65283)	4/26/2000 10:53:00 AM
From: Ditchdigger	Respond to of 95453

Hello John,,I'm here,,sold my P,,but picked up some CHK..Snowing here..;^(DD

To: Think4Yourself who wrote (65283)	4/26/2000 11:05:00 AM
From: Aggie	Respond to of 95453

John Q, Good Morning. Still here, just lurking. I cashed out my holdings in APA a week ago, good return on my investment, and I'm considering doing the same with XTO and OEI - but not just yet. Slider has a good point on taking profits, right now I'm at +/- 80% on each - but I still feel there is more upside potential yet to come. Looking to average up my KEG ($5.. basis) if it drops below $8 again, which isn't likely, so I may settle at $8.5. About 30% in techs now, and watching MEDI like a hawk for sub-$120. Why is it that the majors haven't accreted value with this round of record earnings, and expected $25/bbl stability? Is the price already reflective of fair valuation, and earlier peaks just speculative? All comments cheerfully accepted - I've been lusting after CHV for some time, but it just won't get within reach. Regards to all, Aggie.