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

To: Crimson Ghost who wrote (45745)	6/2/1999 1:38:00 AM
From: Douglas V. Fant	Respond to of 95453

George, Just lucky- I am in afci, bmcs, orcl, tld, ucor, and mask currently - with the exception of orcl, all small/mid cap value stocks. Also as to inflation I look to gold and see gold at a 20-year low in price. Gold corellates pretty well six months out with the 30-year US Treasury Bond. This may sound crazy, but gold is saying that interest rates will not rise , may even drop near the end of summer, into fall... But my interest here in the tech stocks is that the tech stocks are trying to make the 10,500 level on the DJIA "stick" on this correction... That's why I do not believe that I will sell any of the energy/OS holdings- good value in them if you believe that price increases in oil, natural gas will stick- and I believe that they will........