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To: Winkman777 who wrote (80173)	11/28/2000 8:01:02 AM
From: diana g	Read Replies (1) \| Respond to of 95453

FLC vs RIG Margin Rqrmnts Good Morning, Mr Winkman, I hate when they heighten those margin %age rqrmnts. In this case, wouldn't it make sense to sell FLC + replace it with RIG? This would strengthen your margin situation, and if you're holding FLC at a loss currently it would also give you a tax benefit. (I assume that would still be legit, but I'm not a tax pro.) It's a different situation if your FLC basis is $8, of course. <<<OT>>> Election I got a grin last night out of Chris Matthews on C-band feed of PBS's 'Charlie Rose Program' --- He says Al Gore is the ultimate populist. He is not just an advocate for poor voters (those with little $$), but also for poor voters (those with inadequate voting skills) regards, diana

To: Winkman777 who wrote (80173)	11/28/2000 8:43:48 AM
From: isopatch	Read Replies (2) \| Respond to of 95453

Winkman. Posted Sunday that IMO we put in "a low" last week: Like any high or low we have to watch for subsequent strength or weakness to determine if we have a ST turn or something more meaningful. So I'm a' watch'in<g>. BTW if I had to choose a neighbor? Would prefer J.C. Watts or Colin Powell to EITHER Bill Clinton or Al Gore. Watts was just on MSNBC and was excellent. Jesse Jackson and Al Sharpton, on the other hand...<LOL>. What worries me is that Gore may not concede this for weeks or even before year end. Hope I'm wrong. Because if I'm not, this is going to get pretty ugly for the country and for the market. Regards Isopatch

To: Winkman777 who wrote (80173)	11/28/2000 11:44:30 AM
From: kodiak_bull	Read Replies (5) \| Respond to of 95453

Winkman, Good morning. To me, there are 3 climates here in Investo-world. There is the season of Buy, cloudy with indecision, discomfort and despair. I do not believe we are fully in the season of Buy anymore, although we may be nearing the last few weeks of Buy. There is the season of Hold, which often times seems a lot like Buy, except you see some happiness and sunny days, followed by clouds and rain. Traders like Hold as the differing days allow them to buy and sell umbrellas opposite the crowd (who keep mistaking the season of Hold for Buy then Sell, whoops, Buy, nope, Sell). I believe we are either entering into or already in Hold. There is the season of Sell, sunny days, higher prices, more and more "bad" news ($42 crude, $10 gas spikes), shivering widows and orphans in Buffalo NY and Worcester MA, radio addresses of national energy crises, Thermostat to 55, etc. When everyone knows about the problem then we're either into the solution we want (fuel cells, a soft oil landing) or the world economy will give us the solution we don't want (recession and oil glut). Since I think we're at the beginning of Hold, it's a good time to be slowly trimming margin. FLC/RIG is a good bet, but I don't agree you should be on the RIG end of the deal, as per Diana. FLC gives you about a 3.2% discount today in buying RIG when this thing closes (1st quarter 01, I think). I would own FLC and, when RIG makes it to the top of its trading range (60s) I would short an equivalent amount of RIG shares to go flat, then cover for modest gains (4-5 points) when it pulls back, maintaining the FLC position throughout. You could also sell OTM covered calls on the FLC for a little bit of extra sugar, if you were willing to take the assignment risk. There's an art to this, of course, and the better artists come out with prettier pictures. As a non-partisan, I have no interest in stepping into the political discussion here. (:^o) After all, in the end, you fellas may have to come to me to decide who should be the President of the U.S., once your partisan arguments fail. (It was interesting to note one of the talking heads said he/she thought that the US Supes took the case with a 4 vote quorum of the activist part of the bench (Souter, Breyer, O'Connor, etc.) and not the conservatives (Rehnquist, et al.). I wonder if the GSA would be funding Algore Inc. if he had been certified by the Florida vote.)

To: Winkman777 who wrote (80173)	11/28/2000 6:25:11 PM
From: chowder	Read Replies (1) \| Respond to of 95453

Hello Winkman! >> Do you or anybody else think that this is another buying op? << Actually, I'm looking for a selling op. I would like to be out of the energy sector before the end of the first quarter. Dee sooner dee better for me. The energy sector may have another 30-50% upside, but I envision 100% and more upside in some technology stocks. I anticipate rotating into chips, telecom and even some retail stocks very shortly. The market is trending even lower. I'm raising cash and on standby. Thank you Al Gore for yet another dump in the market when you or an accomplice speak during market hours. I'd like to see a few more speeches, myself. >> But to be fair, wouldn't the Republicans be pushing for a count of the "no vote" ballots if the situation was reversed? << Sorry Winkman! I respectfully point out that your view is unacceptable. Subjective! No proof! And, ... it isn't the point. The point is Gore is responsible for Gore. The excuse, "the other guy would do it too" is nothing more than justifying something that's clearly wrong. I wouldn't accept that excuse from my children, I expect more from our leaders. Winkman, my cyber friend, I have attended many professional courses on leadership in my past. One of the first things a true leader must learn and accept is that "a leader must live outside of himself." A true leader does what's in the best interest of those they are leading, as opposed to what is in the best interest of themselves. It may be Gore's right to protest this election, but it isn't what is best for our country. Gore fails the leadership test. API's should create more uncertainty in the energy sector. The AGA's are what I'm counting on. All of my holdings are NG related. Ever made chili with venison? Yum, yum. dabum