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To: BigBull who wrote (88581)	3/12/2001 6:30:12 PM
From: BigBull	Read Replies (2) \| Respond to of 95453

WSJ article on OPEC's market share concerns: public.wsj.com

To: BigBull who wrote (88581)	3/12/2001 7:02:00 PM
From: gpphantom	Respond to of 95453

I agree. Credit should be given where credit is due. Now, if I had followed all three points of the plan, well, I'd be steppin in tall cotton right now. I failed to short the NAZ, but I did lighten up on the black and moved into the yellow. Just following two of the three has been a blessing. Thanks mon.

To: BigBull who wrote (88581)	3/13/2001 9:56:23 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

Awww Shucks... Bullsky - you're too modest yourself... Your continual "reality" checks on the International Economic fronts were a welcome dose of reality into the face of the threads desire to just hear good news, just the good news & nothing but the good news... Lot's of contrarian viewpoints are what makes the thread interesting & there have been many valuable contributors. It was the "one-upmanship" with a little dose of ankle biting petty jealousy that kind of got out of hand. Anyway - as Jim O'Shaughenesy said on CNBC last night - "shakeouts like these; return stocks to their rightfull owners...." - I guess the same can now be said for "THREADS" as well ~ Buckle Up boys... it's getting interesting; my "day job" beckons - so I'm outta here for the day; but yesterday finally had an "air" of true capitulation. Tech quite obviously; will ultimately (perhaps very soon, perhaps not for 2-3 qtrs)be "THE" sector to be over-weighted in - for a Short-Term trade; if not even for a LT over-weighting. We either need tangible proof of a real fundamental turn-around in the economy/conformation of a soft landing & in tech; we need to see positive news concerning cap ex spending/revenue & earnings; or at the very least - conformation of a final capitulation phase - with a volume conformation. Yesterday had the smell & feel of capitulation - as some top tier names were down 30% in the last couple of days; but we lacked that huge volume - which usually signals a true final capitulation wave. Maybe the low volume is a contrarian take on capitulation; as perhaps the selling is ending in those stocks that have allready come clean, warned, or reported etc... but, traditionally; we need that huge volume final blow out... I would think the case may be able to now be made to perhaps "slowly & lightly" begin to average into the creme de le creme of tech (if that is now, not an oxymoron)- but, slowly & lightly are the keywords; using wide average in gaps. Oilpatchwise; my first thought is if I was an Institutional Investor who was heavilly weighted to Oils and if I've been here for a while - in no way, shape, or form - would I continue to leave these huge profits just hanging out there in the wind; with a slowing global economy (US & JAPAN), with OPEC/Oil prices an unknown,with Nat Gas prices contracting & entering a shoulder season demandwise; with broad market risk & volatility, with Japan's potential Global Banking Crisis unfolding etc... So imho; the mantra` must remain; patience & cash and the best offense is still a good defense... ... just waiting for the MOABO to enter the crosshairs~