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

To: ItsAllCyclical who wrote (69026)	6/30/2000 2:28:19 PM
From: Jon Cave	Read Replies (1) \| Respond to of 95453

Energy is the ultimate internet infrastructure play<g>. Was watching cnbc and loved that commant that one of the analysts made. They were recommending stocks like DUK and PE. Lets see. If FLC was to trade at the same PE as say Yahoo or CSCO what would it be worth <g>. I can dream can't I.

To: ItsAllCyclical who wrote (69026)	6/30/2000 2:35:19 PM
From: ItsAllCyclical	Respond to of 95453

Pru on OEI - Single best idea... www2.marketwatch.com ...of course OEI is down again today. OEI has huge upside potential in Q3 and Q4 due to their drilling program. Call IR if in doubt. Crude now around 32.80...Technically speaking it should retest recent highs soon.

To: ItsAllCyclical who wrote (69026)	6/30/2000 3:03:57 PM
From: jim_p	Read Replies (1) \| Respond to of 95453

For those who missed out on HOFF, it's on sale at $15.00 down 14.59%. I bought more at $15.00. I agree on SEI, the bad news is priced into the stock. Jim

To: ItsAllCyclical who wrote (69026)	7/1/2000 1:31:53 PM
From: diana g	Read Replies (3) \| Respond to of 95453

Re SEI ----------Hi Jim, I suspect that the management compensation changes were more-or-less forced by disgruntled institutional investors. I agree that the changes are an improvement. But the problem to me is that the people who are running the company instituted the original compensation deals for themselves. This does Not say good things about their attitude toward the stkhldrs, imho. ---The accounting issues seem to be seen differently by different people. Recently a poster here called them "liberal accounting practices" and I guess if one perceives their methods/tactics that way, then it's no big deal. It seems much more serious a thing to me. Bwdik? ---The allegations that accompanied the EGEO spin-off and bankrupcy might or might not have substance. I don't know. But the accounting issues give them more weight in my consideration. Just my suspicious mind, perhaps. ---That very high Short Interest could have more than one possible explanation. It isn't necessarily just investors betting the price will go down; And who will cover on good news giving a short squeeze run-up. Time will tell. I agree that in several ways SEI looks like a good play as a laggard, but to me the main question is "Do I want to trust these people?" and for me the answer is "No." I think that others, individuals and institutions, are seeing it that way too, and that's why SEI seems such a laggard. JimL, you wrote <<<"...Accounting issues and virtually all the negative news/views are already priced into the stock...">>> ---But imho it's not some bit of bad news that's depressed SEI's price, nor a negative outlook for future business conditions. It's distrust. And that won't go away soon, if ever. ---All just my humble opinion, of course. I've been wrong before. Lots of times. I have no position in SEI. I wish you and jim p and others who own it great success. regards, diana