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

To: isopatch who wrote (74013)	9/20/2000 9:54:14 PM
From: isopatch	Read Replies (1) \| Respond to of 95453

Correction to previous OT post. Next to last sentence should read in part: "fuzzy logic, and improvising..."

To: isopatch who wrote (74013)	9/20/2000 10:01:57 PM
From: Second_Titan	Read Replies (1) \| Respond to of 95453

Hats off to seat of the pants investing Isopatch Style. Every time I see a move like this I wish I would have anticipated it. Your instinct served you well and although I did not scoff at your informing the board you reduced your positions last week, I wish I would have used the opportunity to make some small shifts. As it is I made some small moves today at the peak. If I had known we were going straight to 130 once I went out the door today I would have sold a bit more. But reality is I am 80% where I want to be, got some cash, 100% margin free, and I have moved some to laggards over the last week or so. Please next time your instinct forces your hand let us know again, I am still tuning my senses. Look at the attached link. I am wondering if there will be many stocks other than Energy service stocks and E&P's with production growth that will show significant sequential earnings growth in 2001. nytimes.com