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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: upanddown who wrote (82720)12/26/2000 3:36:57 PM
From: jim_p   of 95453
 
John,

I'm still concerned about it, but as the winter progresses I'm feeling better and better that the NG cycle is probably safe until the spring of 2002.

If AG does his job soon, and we don't have to hard of a landing, the NG cycle may just last until the real "oil crisis" begins.

If that were to happen, both NG prices and later oil prices will help support the other.

In short the OS stocks should soon be in the perfect storm.

Still a lot of risks, but it may just end up being one of the longest overall cycles in history. I think the best play will be the OSX stocks as they have some catching up to do with the XNG.

Jim
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