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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Razorbak who wrote (5536)	6/28/2001 10:39:11 PM
From: Timelord	Respond to of 23153

Survey: LOILY RIG KEG SII (GE) satb GE CPTNX JPSBX GABBX The three drillers were purchased today strictly short term unless some fireworks go off tomorrow. I'd like to claim some sort of brilliance for once avoiding being stuck with losing long positions in the drillers, but it was actually forced on me because we were fixing a home for sale and I needed cash. My heart sympathizes with those less fortunate than I. Alex

To: Razorbak who wrote (5536)	6/28/2001 10:59:15 PM
From: Warpfactor	Respond to of 23153

I'm holding the following: SPY (45% of port) GNSS SEBL PHTN RIMM JDSU NUFO CERN KGC NEM

To: Razorbak who wrote (5536)	6/28/2001 11:27:29 PM
From: upanddown	Read Replies (2) \| Respond to of 23153

Razor I'm holding CRK VPI and some BPT that I got today as a dividend play. Should go ex-div in a couple of weeks and since it is Prudhoe, no NG, strictly oil. Another interesting survey might be current cash percentage. I'm currently at a scaredy-cat 84%. John

To: Razorbak who wrote (5536)	6/29/2001 11:16:54 AM
From: hitsoft17	Read Replies (1) \| Respond to of 23153

here are mine, may change in less than 24 hrs but here they are........... txn amat lrcx intc beas flex orcl dell wcom c tgt kss mgg isle hwd stn xto dnr apa ene nbr no shorts currently hitsoft17

To: Razorbak who wrote (5536)	6/29/2001 11:55:35 AM
From: aerosappy	Respond to of 23153

Warp, RE: survey My stocks: Logistics: TECD (many years, low basis, I write calls) Patch: GLBL (many years, low basis, I write calls) NBR (high basis, I write calls) Energy generators: CPN (kicked me in the balls in the past 30 days) DYN (like CPN, I write calls) Financials: RGBK (many years, low basis) Optics: LPTH (17 months, very very painful) Trading (long and short, turnover weekly or so): F NE NUFO KKD JDSU DITC MWD GX PRTN CANI FHCC FNSR GADZ HLTH BOL AFOP

To: Razorbak who wrote (5536)	6/29/2001 12:01:55 PM
From: Think4Yourself	Respond to of 23153

Here is what is currently in my short term trading account, with same disclaimer as hitsoft17 Long ADPT ALSC AMD AOL BEAS BRCD COMS DELL DIGX EMC FGHLQ FLEX GLW IMN JDSU KEG KOPN LVLT MOT NITE NOK NTIQ NTPA ORCL PALM PKTR RIMM ROXI SEBL SSTI SUNW TGC TMTA VRTS WCOM WNGXQ XTND Short ACTM ALTR AMCC ASYT CLS JBL JNPR KKD KLAC LACO MSV NSM ONIS PLAB PLXS PMCS SANM SLR SNPS TXCC VTSS XLNX

To: Razorbak who wrote (5536)	6/29/2001 10:51:21 PM
From: JHR	Respond to of 23153

Holding the following:OPMR,CTXS,SEBL,XRX,GE,SBC,XOM, FBIOX. Out of the energy service sector for the first time in 4 years.

To: Razorbak who wrote (5536)	7/1/2001 8:17:43 AM
From: Bearcatbob	Read Replies (2) \| Respond to of 23153

Razor, EEE and drillers: I share your interest in EEE. My last purchases were around $2.00 US - now totally intrigued by the current price and wondering if the end of the quarter had a lot to do with the collapse - but others feel as well last week/month. My current driller is Precision. It as well has fallen. At what point would begin to see weakness in the drilling sector utilization. Somewhere along the line here the oil price slide will hurt them as well. Bob