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To: Cynic 2005 who wrote (19792)2/16/1999 2:48:00 PM
From: Defrocked  Read Replies (1) | Respond to of 86076
 
I still own some ABX and NEM but they
are not large positions or spec. play per se.
They are just for "insurance" purposes.
As for oil I have some SLB and HAL added in
December and would look to increase those
exposures under the right circumstances.
Still 85% cash.<ng>