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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Teddy who wrote (22808)	5/25/1998 10:27:00 PM
From: drsvelte	Respond to of 95453

Look's like this fund is dumping the sector. "on big Magellan moves between last Sept. 30 and March 31." Teddy, It looks to me like they were dumping -- two months ago. Your point?

To: Teddy who wrote (22808)	5/25/1998 10:28:00 PM
From: Gottfried	Respond to of 95453

Teddy, you said >Look's like this fund is dumping the sector.< I would say this fund has dumped some holdings in this sector between Sept 30.1997 and March 31.1998. There's quite a difference, no? GM

To: Teddy who wrote (22808)	5/26/1998 1:44:00 AM
From: john rieck	Read Replies (1) \| Respond to of 95453

I have been noticing numerous analysts recommending oil service stocks fairly recently ie Laszlo Birinyi points those who missed the big run in financials to energy stocks (picks SLB, HAL, XON,ARC); IBD A/D shows most with B ratings. Cramer is staying out, however.