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To: Alias Shrugged who wrote (2571)	9/4/1998 9:52:00 PM
From: Thean	Read Replies (1) \| Respond to of 14427

Mike, I agree with your three assessments. However, I think there is a serious debate on the street today and yesterday that commodities may be back in favor. Sure enough, gold and oil have taken their lumps and tripled or quadrupled over already. But the debate is - are we seeing a strong dead cat bounce or are we really seeing the beginning of a shift in sentiment. If it is a shift in sentiment, these drillers can really run. I can see 50% gain in one month and 100% gain in two months while oil is still stuck here between 13 - 15 (look at March - May of this year). This is a possibility whether we have LT or not. I'm short NBR going into this weekend so I will have some decisions to make next Tuesday. Diamond - your Me No Cheat statement did you in. Only cheaters will deny, deny, deny. If BC can do that in front of millions of people, you sure dare to do that in front of us.