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To: microhoogle! who wrote (2129)10/11/2000 9:18:55 PM
From: Victor Lazlo  Respond to of 57684
 
Murali I just sold nrg yesterday, still holding chk which is about even for me. I sold some other stuff in Aug and early Sept, some for losses, which now look mild by comparison.

How are you doing?

I'm not sure how much further the energy co's will run. If the bear continues they will not be spared. And if all this fear about huge oil & gas prices this winter turns out to be overdone, then they will fall back. The conventional wisdom is rarely wise, and I'm starting to wonder about all these dire predictions re energy supplies this winter.

Looks like analysts are going to re-visit their Q4 and 2001 earnings estimates in most sectors with a downward bias.
Victor