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To: Joseph Beltran who wrote (28106)	8/21/1998 10:56:00 AM
From: Gameboy	Read Replies (3) \| Respond to of 95453

A great day to be buying! Selected picks: stock - current price - 52 wk high CDG - 20 7/8 - (82) EVI - 18 1/2 - (73) SII - 22 3/8 - (82) TMAR - 8 3/4 - (45 1/2) UTI - 10 7/16 - (48 5/8) www3.techstocks.com PERs: TMAR 3.87 CDG 6.02 UTI 10.99 SII 11.24 EVI 13.41 Best of luck, Steve

To: Joseph Beltran who wrote (28106)	8/21/1998 11:04:00 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

It is starting... Get your cash ready ! Buying Opps coming... 1. Overall Market correction IS entrenched - fear factor is well established. 2. Turmoil in International Financial Markets ( Russia, Asia & Venezuela). 3. Political turmoil in Middle East and potentially in Russia & Clinton/Lewinsky factor still an unknown... 4. Positive OPEC - cut and supply numbers starting to leak out...cold winter weather getting closer - 39 degrees in PA. overnight the other day - natural gas leveraged companies do not have the degree of problems that the crude oil oriented do - and nat gas co's will be an immediate strong play. 5. Big blocks buys in the Oil Sector - TCMS - 1 million shares, Swift Energy big block buying - up 30% among others. Also the M & A activity is a plus. RE: ''the bottom'' we are certainly in a basing mode here. EVI bounced back reasonably well - bottom is established here - with a basing mode going up & down but within a clearly defined range; Institutions are buying big on dips - quickly in & out - if we were not at the bottom we would not be having these 2-3 million share & up $2+ days. While we are NOT in a strong leg going up as yet; it is starting... This overall turmoil will lead to a very positive chain of events - 1. Sector Rotation into Oils 2. Positive OPEC cut & supply numbers 3. continuing M & A activity in the sector 4. Crude and Natural Gas Prices will start recovering steadilly 5. Shorts will begin to cover ( strong case for a bottom here & easier targets elsewhere). 6. Oil sector companies face dramatically lowered earnings estimates and will perform admirably in Q1-2 1999. This will once again be ''the'' sector by March 1999. Is 6-9 months before the ramp up too early ? - not imho... Start buying individual companies here off dips/bad news reactions. IMHO - start nibbling NOW and load the truck up if we ever see the ''leaders'' @ RIG $28, EVI $16, RON $26, FGII $11 ... I think we may only get a quick 1-2 day/intra-day opportunity to catch any of these in those ranges - but this will be my ''last stand'' level...for what it's worth - The bad news, capitulation and fear elsewhere is GOOD NEWS for us; we may initially get a selloff naturally off of major bad news, but overall it will be the catalyst for strong sector rotation that will push us towards our coming recovery.