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To: PartyTime who wrote (13737)	3/5/1998 12:32:00 PM
From: Teddy	Read Replies (1) \| Respond to of 95453

RE: "what does PDE need to do to get better positioned?" The could buy stock in NE<g> (Luc, how was that for a come back?)

To: PartyTime who wrote (13737)	3/5/1998 12:38:00 PM
From: Lucretius	Read Replies (2) \| Respond to of 95453

What is wrong w/ SI????? Stupid thing is slow as Christmas. As for PDE, I think their best move would be to travel back in time and invest in a different mix of assets. Their current mix just isn't favored right now in the mkt place. That could always change w/ time. My comment was more on MGT. they stepped in at the height of shallow water euporia and bought NE's shallow rigs. I give NE's mgt an A+ for unloading these at the top and an F to PDE's mgt. Tike will only tell though. Glen and Thean: sticking w/ NKE. Low volume rally. I can wait it out. It will collapse just give her time. Addidas is stealing mkt share. 23x '99 earnings and earnings growth is negative? We've got lots of room to come down. Plenty of NKE stock holders still have time to say, "Man, but it's NKE, and it is still dropping. Something must be really wrong." (ggg) -Lucretius