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

To: Brent Hogenson who wrote (39494)	3/10/1999 1:49:00 PM
From: Crimson Ghost	Read Replies (2) \| Respond to of 95453

Brent: After 4 failed rally attempts some here cannot beleive this is the real thing at last. I agree with you it is way too early for INVESTORS (as opposed to traders) to sell. There will be lots of volatility as we climb the proverbial wall of worry, but the rewards for those with the courage to hang in there will be huge.

To: Brent Hogenson who wrote (39494)	3/10/1999 2:11:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Hit in the Head ? - well I did call in sick today ! I'm so happy !- I may jump up and kiss my own ass ! I did take profits - but I did rotate into laggards and E&P's and doing surprisingly well - probably 70% invested / 30% cash as we speak. 30% OSX - 70% E&P's... I just could not let OPEC take my money - wouldn't be prudent .... Now - it does look very good for OPEC cuts - but, if they don't - I have my money. What I ''rotated'' into is not going to blow off imho. I own what I am holding well below these prices - so if things turn; I can still unload profitably for a profit. Yes; I am trading - but, profit taking as well. If this is the real deal - the $64 question is how long untill dayrates and utilization pick up; and how far forward will the Street look - to price the OSX stocks. FGI still has huge short position - it has been pretty conservative imho actually. FGI VTS UFAB GIFI are NOT overvalued by any measure imho. GIFI was what $18 bucks on the last run - and they have the Petronius perhaps and now OPEC cuts ?!?! - still a double short term ! If OPEC does anounce new cuts -My fav upside play will be FLC ! - still the biggest laggard pricewise from the original blowoff in Sept. - food for thought.... some stocks up up 50% from there, or will be shortly - FLC still down from that point in time fwiw. The Falcon will fly high again !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! I gotta go - I've set limits to buy/sell --- good luck on the close - I'll be back to celebrate tonight...<VBG> - whoooodathunkit ? PSS - airlines are a short play going forward (let them run first) if Oil sticks....