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

To: Big Dog who wrote (66168)	5/15/2000 12:28:00 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 95453

Big Dog - PDE, probably a great play, but I'd rather play lagging NG E&P plays (EEX, BSNX, THX, FST) for my near term appreciation goals and lagging OSX plays for my long term portfolio. I'd rather be early to SEI at 7 1/2 than buy PDE at 26+ a 52 week high. Both have similar earnings estimates for 2001, don't know about 2002, but I would imagine by then the seismic business will be ramping up again in a big way too. Granted SEI might have accounting issues and it's smaller but at 1/3 the price and still near a 52 week low SEI is my choice. SEI is only 4% of my portfolio though. When in doubt put up less capital. I'm using about half my margin here. I think a 50 basis increase is already factored in. The market is waiting more direction on further rate hikes than this one. I will trim completely off margin again though into any post Fed rally.