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

To: MARK BARGER who wrote (42002)	4/10/1999 10:58:00 AM
From: Richard D	Read Replies (1) \| Respond to of 95453

Sector rotation, Mark, Compaq warned after the bell that it would miss earnings significantly, suggesting a glut of personal computers. "Not far away" may be in pre-market trading on Monday! Of course how it will hit the overall market is anyone's guess, though I suspect the OSX will march to its own drummer as it has for the past year. The short term through long term views flash green to me for oil strength. Asia is on the mend, the U.S. economy (the biggest oil consumer of course) is humming along, production is curtailed (with many permanent closings of marginal wells), and hopefully we've seen the last of Mr. El Nino. Earnings will be weak this coming quarter, but anyone with a little foresight can see the tide a turnin'. Richard

To: MARK BARGER who wrote (42002)	4/10/1999 11:04:00 AM
From: Ken Robbins	Respond to of 95453

<OT> Looking for Platter? Check: Message 8806930

To: MARK BARGER who wrote (42002)	4/13/1999 6:50:00 PM
From: Jimbo Cobb	Respond to of 95453

Hey Mark...what do you think about these InterNUTS ?!?!?!?!?!? It seems nothing can stop them !!!!!!!! I had a ton of NTBK shares at $10-$12 range and sold my last at $35...hit $240 today...announced a 3-for-1 split and even after adjusting for the split, the stock will be higher than it was just about a week ago !!!!!!!!!!!!!!!!!!!!!!! THIS IS INSANE !!!!!!!!!!!!!!!!!!!!!!!!! SFE/EGRP both well above $100 now, as predicted at Jimbo's House of Gain about a week ago... Jimbo.