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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: JHalperin who wrote (54129)11/6/1999 12:22:00 PM
From: IndioBlues  Read Replies (1) of 95453
 
Joel, I think the apparent sluggishness in cap ex spending increases is one, perhaps the primary, culprit in the sector undervalutation. I also think that the effect of Asian demand is: (a) not being priced into valuations; or (b) not developing as rapidly as some forecast.
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