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To: ItsAllCyclical who wrote (82195)12/20/2000 2:54:28 PM
From: kollmhn  Read Replies (1) | Respond to of 95453
 
I find it curious that you would highlight the serious NG shortage possibilities and then tell us you hold 50% of your portfolio in a commodity of which there is an excess of supply and only 25% in the one in which there is a shortage.



To: ItsAllCyclical who wrote (82195)12/20/2000 3:34:21 PM
From: Telemarker  Respond to of 95453
 
JimL, could you be so kind as to share your list of smallcap natural gas plays with us?? My apologies if you've already done so and I missed it.

Thanks.


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