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To: Broken_Clock who wrote (4544)10/22/1998 5:36:00 PM
From: SJS  Respond to of 14427
 
Guys,

Caught 5 "important" minutes yesterday morning of CNBC's SQUAWK BOX. Why important? JJ Cramer was on. He is NOW BULLISH ON OIL DRILLERS as value plays.

Imagine that. I enjoyed RON today, thanks. it was 31 and change only 2 days ago. When these move, they are very impressive.

I hope that NO ONE was short BRCM. Gosh, up 6 5/8 today~!!~!~!



To: Broken_Clock who wrote (4544)10/22/1998 8:45:00 PM
From: Ronald J. Clark  Respond to of 14427
 
RE:OSX

The news of TODAY re the OSX is meaningless. Doesn't anyone remember last November? Nothing but GOOD news and the drillers just kept going down. Don't have a clue where OSX is going from here, but earnings from last quarter and projections for earnings 3-6 months out won't tell us much if anything as to where these stock are going.