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Gold/Mining/Energy : Diamond Offshore DO
DO 13.990.0%Sep 4 5:00 PM EST

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To: MMW who wrote (7)8/29/1998 11:07:00 AM
From: Larry Brew  Read Replies (1) of 101
 
Mike, << you've got a DO fan out here >>

I've had a position in DO at $34. Yesterday I added 25% at $22.
I've dumped a lot of techs to reposition my holdings. I had been
big on hi-speed internet, video streaming, and fiber, but lately
I see implementation slipping and costs too high. A little friction
in the middle east and DO can soar!
Larry
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