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To: marc chatman who wrote (33446)12/24/1998 9:17:00 AM
From: marc chatman  Read Replies (1) | Respond to of 95453
 
Seth Tobias of Circle T Partners hedge fund, on CNBS, says he has started to "nibble" at the OS leaders (mentioned SLB, HAL, DO, FLC, RIG). Said his position now is very small -- I think he said 0.5% (I'm not sure if he meant 0.5% of his total portfolio or of his potential total position in the sector). Also said news is not particularly good, and it is a long-term holding.