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To: John Carpenter who wrote (37629)	2/16/1999 11:55:00 PM
From: gmccon	Respond to of 95453

Get a grip, fellas. This is the way sector rotation goes. Some of you make it sound like you bought SLB, HAL, DO, at their highs and continue to hold. Ya'll been trading the sector for months now. Wait'll you see all the box-maker junk in the a.m. There will be very little difference in them and the OSX. People who bought DELL and RMBS and the like in the hundreds will feel our pain (down 25% at least). And they won't bounce back any quicker than oil this time, IMO. No more strong and steady rallies like from October, not for a while. Not that DELL isn't an outstanding company. But about the time China and Japan start buying boxes and stuff in earnest will be about the time they start burning fossil fuel the same way. So who's got the better PE for that eventuality? If you're into trading stocks, get some box-maker stuff 20 minutes into the a.m. and sell it 20 minutes after that. Isn't anybody long on any of these OSX issues since the 2nd bottom? We're only down about 25% from there. Ride 'em long cowboys. We gonna make some money. Greg