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

To: SJS who wrote (33462)	12/23/1998 4:33:00 PM
From: VLAD	Read Replies (1) \| Respond to of 95453

Steve, You never know in these markets. Look at the SOX index and what it has done since October. It doubled yet other than the X-mass buying effect the fundamentals have not really changed. $14.00 to $15.00 oil may be all we need to see a major run up when the fund managers decide they are going to do some sector rotating. MOST fund managers want to show all the "winners" in their portfolios thus the same ol crap keeps flying high during this window dressing period(MSFT, DELL, CSCO, INTC, LU, etc). The smart money managers will be accumulating into any last minute selling in the leaders of the OSX before the Q1 run up. They know it is not a matter of if but when. Very little short term risk but a lot of long term gain is at hand here IMO.