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

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To: SliderOnTheBlack who wrote (85396)1/26/2001 9:30:17 AM
From: Big Dog  Read Replies (1) of 95453
 
Slider, Day rates are moving up nicely. See the last post of mine from Lehman. I talked to the CEO of a major GOM driller last week...he says they are "on fire".

I think you underestimate the power of these drillers. (Not saying the stock market will respond to fundamentals, but the business of the business has never, ever, looked better.)

big
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