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

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To: jim_p who wrote (66476)5/18/2000 11:04:00 AM
From: Terry D  Read Replies (2) of 95453
 
Jim -

What Goldman comments? Last report I saw from Darling (the analyst's name) was Monday's report om the majors' E&P spending in Q1 - it was down 25% seq and only 17% of the projected total for the year (s/b 19-24%), and he expects 15% yoy growth - so should have big bump last 3 quarters.

He also raised est for BJS CAM SII and cut for PDE FLC and HAL. I still like my mo mo plays.
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