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To: SliderOnTheBlack who wrote (36992)	2/7/1999 5:23:00 PM
From: marc chatman	Read Replies (2) \| Respond to of 95453

Slider, you're not going to tell us your allocations? <G> Good to see almost all my core holdings are on your core list (although my list is much shorter). I think the only one of mine you don't have as a core holding is FLC (quite understandable). I'm probably going to make my final buys (including any trading positions) tomorrow if we see a dip. I expect a possible move to OSX 52 -- if it goes below 51.7 or so, it could be trouble. After that, I'll just sit back and see what happens. I'm still trying to figure out if I want any PDE. I've gone back and forth on it since Friday. I recall once, a long time ago, Big Dog had some favorable things to say about PDE and either its management, its market position, or both. I couldn't find the post, though. In any event, happy hunting tomorrow.

To: SliderOnTheBlack who wrote (36992)	2/7/1999 6:02:00 PM
From: thomas hayden	Read Replies (1) \| Respond to of 95453

A question about GIFI. I've been looking into this stock as a possible buy, but one thing has left me scratching my head, and I'm sure I'm going to ask this in the wrong way so please don't get to upset with me, but my question is if GIFI is such a hot stock why didn't it respond to the earnings last week. They were very good, the conference call seemed like it went okay, and the stock did zilch. It didn't respond the way a future hall of famer stock should respond. What gives? Thanks