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Politics : High Tolerance Plasticity

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To: cnyndwllr who wrote (10190)	11/2/2001 2:43:38 PM
From: Second_Titan	Read Replies (2) of 23153

Ed - Like a broken record I will repeat my sentiment here. The only promising sector I have any confidence in over the next 3-4 quarters is drillers/service companies that are US nat gas directed. Even better focus on the land drillers/service companies. Dropping oil prices are a concern. But the majors & E&P's will have to continue developing now for the next up cycle in oil, as they were so late in applying these funds during the recent oil spike. Most everything else seems to be priced for earnings that maybe allot further away than what many people hope. Pinched my SMH and PTEN Nov calls into strength today.

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