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Politics : High Tolerance Plasticity

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To: kodiak_bull who started this subject	4/23/2001 9:47:47 PM
From: Frank	Read Replies (8) of 23153

OK -here is the situation. Drilling off Florida coast is out. Drilling in Alaska is out.Drilling in much of Rockies is out. Drilling in Great Lakes region is out.Discoveries in shallow GOM and on land are smaller and smaller. Now--where do we get the NG and how can we as individuals benefit? I am simpleminded so I am saying deepwater GOM is the only locale where we can get the big fields needed to run the NG demand monster we are steadily creating in in power generation. Stocks I am looking at are RIG,DO,PGO,HOFF,GLBL,OII,PKD. What are the key ones I am missing as I begin to examine the deepwater opportunities? I became convinced deepwater was down the road--now I think events suggest it is much closer. Ideas on deepwater companies appreciated--Frank

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