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

To: jim_p who wrote (71610)	8/24/2000 3:40:49 PM
From: ItsAllCyclical	Respond to of 95453

JimP, two baggers etc. Three baggers (that should be added to your list) NSS FGH (Assuming it can ramp up within the next 3-6 months) Two baggers MAVK GW UFAB (at 10, it's more like a 2 bagger than 3) FLC (The merger will definately slow this down, but still think it'll happen) Also looking at forward 2001 PE's is somewhat meaningless since difference companies will ramp up differently. Past PE's is completely worthless. If you bought KEG based up PE you'd be selling it soon (which is a big mistake imho). By some accounts PTEN and many other OSX issues are still 2-3 baggers if land rig rates max out around replacement costs. Of course if that happens then KEG might be a 4 bagger. Still way to early to buy PTEN and others in bulk in case we get OSX 110 again, but I'll definately be looking at the land drillers again on any pullback.

To: jim_p who wrote (71610)	8/24/2000 3:51:45 PM
From: isopatch	Read Replies (1) \| Respond to of 95453

Jim. Now that volume is finally picking up would suggest adding MWP to the 2 bagger list. My position there is about 3 months old. siliconinvestor.com Looks to me like high teens intermediate to long term. Isopatch

To: jim_p who wrote (71610)	8/24/2000 5:53:29 PM
From: sportsman	Respond to of 95453

Jim, I have sold the following stocks this past week. I had purchased these in the last year and had been holding them from very low purchase prices. APA @ 60 1/2 BSNX @ 19 3/4 DO @ 46 I am still holding OIL, SFS and OEI from very low purchase prices. The last two weeks I have purchased CRK @ 8 1/16, KEG @ 8 3/8, TXLI @ 7, TLM @ 33 11/16 and TBDI @ 13. I felt like these laggards have the best upside potential. Stock picking from here on out is going to be very important. Good luck, Sportsman