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To: BigBull who wrote (71114)	8/17/2000 2:26:15 PM
From: isopatch	Read Replies (1) \| Respond to of 95453

Then this is one of several that will do the job<g> siliconinvestor.com Be back later with several others when I get a minute. You can't concentrate capital safely with micros the way you can with big caps. Lack of public information, little in the way of analyst coverage in many cases, yada yada yada<g>. You know the drill. I'm running about a half doz right now on top of 10 other positions of various kinds. 4 is good but you really need to do 2 or 3 if you want to chase be down the street with a baseball bat in 90 days, LOL. Later Isopatch

To: BigBull who wrote (71114)	8/17/2000 3:40:09 PM
From: isopatch	Read Replies (1) \| Respond to of 95453

B.B. Here's another one. As an established mid-cap E&P it will show up better on quantitative screens. In fact, it does register as a clear value on Jim's, quite well designed, spread sheet. siliconinvestor.com As you can see she's into a powerful intermediate to long term breakout taking out 9 n sm cng with conviction. Upper teens are a piece of cake. But would allow more than 90 days. This is a more conservative play that the micros and therefore won't be as volatile on the up or downside. Isopatch