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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (6417)	2/2/2002 1:16:06 PM
From: excardog	Respond to of 206326

Hi Jim Been away for the past few weeks in Hawaii. It appears you have turned bullish OSX (just a quick over view). I remained 100% long during my trip (not the best thing) It was funny watching the dip and most of the retrace. Looks as if by Friday OIH was still down 3% year to date. Not too bad I guess. I remain steadfastly bullish oil and gas. Not the most profitable trade at present but over time maybe it will work out. Also noticed your seismic push and wondered if you had any thoughts on a couple more obscure symbols GGY or DWSN. Both appear to be trading around book but are pretty thin volume wise. Any ideas there? IO was downgraded yesterday by SSB for what it's worth. CVX looks like a decent buy to me. They appeared to get slammed pretty good while I was gone and just speculating that it might of had more to do with it's position in DYN than the price of oil. XOM,RD and BP seemed to hold up pretty well in comparison. CVX should realize sharp cost savings over the next few years as it blends in Texaco. DYN IMO is not that big a deal to CVX in the overall scheme of things. Over and out. Scott