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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Razorbak who wrote (86149)	2/2/2001 9:32:11 PM
From: Second_Titan	Respond to of 95453

BJS I agree I am planning on shorting if we get a nice run up in the patch. Even from this price though I would expect BJS to be at the front of an OSX run so it is risky to short to early. I reduced further my core position in E&P's at the close. Frank I am a true believer, but I am believing more in the service/drillers. Cut back on PRZ FST VPI to my new bare minimum exposure to E&P. I am hoping to catch some tech darlings in the pending NAZ melt down. I see little reason to think it will move up in the near term. Except maybe if CSCO Chambers does a 180 and delivers wild promises next week. I would think many are very discouraged after this weeks melt down.