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To: Glenn D. Rudolph who wrote (117754)2/14/2001 5:07:06 PM
From: Bob Kim  Read Replies (1) | Respond to of 164684
 
Glenn, re: ML energy analysts

Eassey, Herrlin, and Simpson are smart guys.



To: Glenn D. Rudolph who wrote (117754)2/14/2001 5:23:47 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
Glenn thanks i still think it's early in the cycle i can see another yr of good returns in that sector especially the deregulated electrical power generators and natural gas, oil and gas drillers, Oil services, Pipelines The secondary issues should do better on a % return basis. Probably get a tech pop here near term while the Drug index is pulling back.


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