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To: SliderOnTheBlack who wrote (85481)	1/27/2001 12:39:28 PM
From: Razorbak	Respond to of 95453

XOM & the OSX Slider: ExxonMobil has much more downstream exposure than most of the other majors (and all of the independent E&P's). Plus the OSX is heavily dependent on capex spending in the E&P arena. Therefore XOM is probably not a very good proxy for future OSX activity. Razor

To: SliderOnTheBlack who wrote (85481)	1/27/2001 2:23:30 PM
From: seminole	Read Replies (2) \| Respond to of 95453

Yes, that is right. You talked about insider selling. But Slider you have to remember some have you on their ignore list. Not me. I am waiting for that V-bottom in gold. Or is it a W-bottom? all in fun, nip nip, Cubs Win.

To: SliderOnTheBlack who wrote (85481)	1/27/2001 2:48:11 PM
From: isopatch	Read Replies (1) \| Respond to of 95453

Slider. Am aware of that. And certainly, "we few.."(g) have used insider selling profitably for many years before any of us made our 1st post on the thread about same. Further, beyond recent advocacy by any of us about the importance of insider selling? Recall, in 99' (when I was just reading the thread), there there were well grounded comments about insider selling and buying by you, Bull and maybe one or two others (whose name's escape me) that don't post here anymore. So far from intending to ignore anyone's prior contributions on the subject, I think it's good that it's been discussed here periodically for at least 2 years. What is a little surprising is how much resistance we're still encountering when we bring up this issue considering the evidence has been repeatedly stated for the skeptics doubters to independently follow up on. My posts about insider selling here were done in conjunction with some off board PMs with Bull. So, I tend to think of our arguments as melded together in what may have been as many as 8 or 10 posts on the subject here 2 weeks ago. And BTW, appreciate that you added to that discussion as well. Per posts here, at the time, my major long position liquidations in the NG E&Ps took place from mid-Sept through Oct. After which stayed between 50 and 80% cash till the week before Christmas when I did more ST buying. Over the years, learned to stick to what I can do well. So, concentrate on Intermediate Term work with only a moderate amount of ST and scalping in down trends and wipsaw markets like last fall. There are a number of contributors here with more time, energy AND talent for ST work on the long as well as the short side than ole Isopatch(G). Cheers Isopatch