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To: GST who wrote (49820)4/11/1999 8:38:00 PM
From: H James Morris  Read Replies (2) | Respond to of 164684
 
>> Looking for a bumpy week.<<
I sure hope so but with only with my Amzn hedge. The weather up here in Seattle is wonderful.
I have been too busy to do any investing.
I did notice though that my Omkt and Seattle's Onhn were both up nicely last friday. 30% that is.



To: GST who wrote (49820)4/11/1999 8:46:00 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 164684
 
GST,

I wonder if our LSI will get hurt in the CPQ damage. I have a feeling it will.

Everyone says Intel's report on Tuesday will set the tone for a week or so. I am long everything except amzn.

It seems gold and NEM have gone back to sleep.

Here is something maybe up your alley. Oil. As you know, the mere talk of reducing 2 M barrels from supply sent oil up to $16.60. I read a long detailed report claiming that oil supplies will completely dry up if oil is less than $15/barrel. And also that the entire world resources of exploration, drilling and transportation are needed just to keep supplies at current levels.

All that is bullish for oil. And if you add a revived Asian demand then $25 oil is a sure thing.

What do you think ?



To: GST who wrote (49820)4/12/1999 9:50:00 AM
From: Glenn D. Rudolph  Respond to of 164684
 
Bought more EGRP and AOL.