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

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To: jim_p who wrote (66326)5/17/2000 10:40:00 AM
From: BigBull  Read Replies (1) of 95453
 
Yes Jim, the strength in the OSX today is quite encouraging. I'm definitely with you on this oil patch cycle being longer and stronger than the '97 one. For one thing crude prices have gone much higher and stayed there longer than in '97. OPEC is a far different animal, this time around and Asian economies do not appear to be in imminent danger of collapse.

BTW What are your views on SCSWF/SCSAY (Stolt Offshore)?
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