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

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To: BigBull who wrote (57522)12/28/1999 9:13:00 PM
From: BigBull  Read Replies (2) of 95453
 
Why I believe OS stocks will dramatically out perform E&Ps in Y2K.

Simple.

From here on out, it's ALL GRAVY for OS companys.

For E&P's, production costs are about to dramatically escalate. On a percentage basis, they will probably increase at a much faster rate than product prices. Hence, margin squeeeeeeeze.

If I were a ceo of an oil company I'd stop my bean counting and call every damned rig company I could to line up my rigs RIGHT NOW, TONIGHT, THIS INSTANT. I'd line them up for as long as I could, LOL. LOL LOL LOL HAHAHAHA.

Rigs rule, E&P's drool. <g>
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