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

To: aerosappy who wrote (8935)	10/2/2001 9:17:08 PM
From: energyplay	Read Replies (2) \| Respond to of 23153

Hi aerosappy - Thanks for the well thought out message. I will have to agree with you on items 1,2, and 3 - although I suspect that stuff like AMZN, YHOO, etc. will keep dragging the index lower. By the way I LOVE Amazon as a store, and hope they survive, and I like Yahoo. Biz models need work, and they are still over valued. 4. 35% of NDX in MSFT, INTC, QCOM, CSCO, ORCL and the two bio tech, AMGN & BGEN. I think the tech tech side of these are over valued with their best days behind them. I expect Amgen AMGN could have 3 -4 more drugs in the next 10 years almost as big as Epo, so I think there is upside in biotech. How does Microsoft and Intel grow - computer penetration is already really high where's the "must have " ? Cisco has lots of competition - and the price of routers has dropped. Are you buying LEAP puts of LEAP calls ? QCOM is a lucrative technology liscnesing operation, but #G will be stalled for a while And the chorus, they are all WAY over valued.

To: aerosappy who wrote (8935)	10/4/2001 5:48:43 PM
From: aerosappy	Read Replies (1) \| Respond to of 23153

GLBL ==> Upward share price, growing backlog "GLBL announced 10/1/01 that its wholly owned subsidiary has executed a contract with PEMEX Exploration & Production to perform the EPC 45 Project in the Bay of Campeche's Cantarell Field. Three 36-inch gas pipelines, each approximately 17.5 kilometers, and one 30-inch gas pipeline extending 5.7 kilometers will be installed as part of this project. Scheduled to begin procurement during the fourth quarter of 2001 with offshore activities commencing in 2002, the project consists of materials procurement, pipeline construction, and associated platform connection work. Global Industries, Ltd. Chairman and CEO William J. Dore stated: 'This project represents a significant addition to our backlog which now exceeds $200 million and demonstrates Global's capacity to carry out projects of this magnitude. I am pleased PEMEX has entrusted our company with a project of such importance to their overall development goals.' " biz.yahoo.com Strong chart, percentage increases among highest in oil service sector in recent days: <img src="http://stockcharts.com/def/servlet/SharpChartv05.ServletDriver?chart=GLBL,uu[e,a]dbclyymy[dc][pb5!b15!d20,2!f][vc60][iub14!ua12,26,9!li14,3][J887891,Y]"> CEO is largest shareholder, and bought almost 200,000 shares additional so far in 2001: biz.yahoo.com