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To: ItsAllCyclical who wrote (72567)	9/7/2000 12:37:53 PM
From: Aggie	Respond to of 95453

Hi JimL, I'm a little worried that oil is at $35 vs $28, but given the data it should be. Me too, but I reckon it'll be back down around $28-30 in 4-6 weeks or so. Regards, Aggie

To: ItsAllCyclical who wrote (72567)	9/7/2000 12:43:03 PM
From: Minos	Read Replies (1) \| Respond to of 95453

MAVK Anybody feel that @28 MAVK provides a compelling value. It's still 25% off its 52 week high. Plus, it should benefit from its upcoming NYSE listing, as well as the "accretive nature of the combination" with Prudential Steel Ltd. I wouldn't be surprised to see some positive news in conjunction with the move to the big board. Currently 5 strong buys. Year-over-year earnings are expected to be .20 this year and 1.53 in '01. Looking to rotate into some laggards as I've been trimming on this move up (probably too early as usual.) Best, -Minos