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

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To: jim_p who wrote (82480)12/22/2000 2:33:23 PM
From: Razorbak  Read Replies (2) of 95453
 
Jim, Re: KEG and MDR

Clarfication re: KEG... The value of the placement noted on the EDGAR filing was about $1.2MM; the value of today's block trade was about $4.2MM... two separate transactions.

On another subject... Good ole' McDermott (MDR) now maketh up 18% of my two portfolios, despite holding 16 different positions. Now entering the sweating range. <gg>

It was good to be off work today. Hope your pre-Christmas plans are going well.

Razor
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