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To: upanddown who wrote (72260)	9/4/2000 3:31:56 PM
From: Second_Titan	Read Replies (1) \| Respond to of 95453

Seems we may be bursting out of the starting gates with a big push from Brent futures and MMS epiphany. Bigbull since you commented on RIG that this was a significant event in the boom, are you inclined to think this will induce the next leg up on the OSX? I am ~80% long service and E&P's, 10% short GLM NE and 10% cash plus 100% margin free. Seems the most realistic bearish possible thing OPEC could say will be discounted until the our global inventories are rebuilt. hedger.com How do you like the trajectory of the NG builds? Greenlaw I did a visual on NY harbor and coastline, no sign of the expected Blackgold armada. Better check a Shanghai or Pusan harbors. Looks like I maybe covering my short gambits rather quickly tomorrow.