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To: Sarmad Y. Hermiz who wrote (113665)	12/29/2000 8:51:09 PM
From: GST	Respond to of 164684

Energy is typically a very "late cycle" play -- and it is living up to its billing. I wonder about the duration and intensity of this "slowdown" -- that is the wild card. The market is priced for something short and not too deep -- and the focus on interest rate cuts says that people are expecting a miracle instant cure (instant meaning in the next six months). This could be wishful thinking -- a new economy characteristic if there ever was one :) I went home long today - but by the end of next week I hope to be short again. Good luck.

To: Sarmad Y. Hermiz who wrote (113665)	12/29/2000 9:02:30 PM
From: GST	Respond to of 164684

"Was it all a mania that has "ended badly"?" Actually -- the answer is yes, LOL.