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

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To: BigBull who wrote (67782)6/7/2000 10:16:00 AM
From: Terry D  Read Replies (1) of 95453
 
This makes sense - solid API's balanced by bearish comments from Tellez of Mexico and Rodriguez of Venezuela equals OSX 113. You have to produce the oil to come out of the reopened tap.

Meanwhile, non-NA rig count was up 25, up across the board except for -3 in Europe. And US count is strong.

Goldman thinks we will have 2Q upside surprises - likes HAL SLB CAM NOI SDC.

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