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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: royco who wrote (91)7/14/1999 3:54:00 PM
From: Brian Malloy  Read Replies (1) of 101
 
I think consolidation will continue for the drillers and the major oil companies as well. It will be a long term process probably the next ten years. I have not heard anything about DO being in play at this time.

I think the oils and drillers will be headed higher in the fall and winter. It is beginning to look like we will have tight supply later this year with increasing demand.
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