Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: isopatch who wrote (6258)	1/10/2002 1:15:08 AM
From: nspolar	Read Replies (1) of 36161

Iso, still no OSX/NG for me. I wasn't quick enough, so I missed it. At the moment I also feel PM's a better place to be. Time will show. Sort of irritated with myself. Just wasn't paying close enough attention or I would have bought in a toehold, minimum. Really wanted some HOFF but was waiting for 5 or less. Didn't quite happen. Don't want to chase now. Watching CNRD but it isn't very liquid. Looks like a company with LT potential. Anyway very happy with PM's at the moment as well. Haven't been of the opinion that energy has yet bottomed either. Just seems that demand will have to come back, more than I think it will this year. The industrial side has really been knocked for a loop. As you probably know I'm pretty familiar with the North Slope. Current production is currently quite a bit above last year ago levels. These old fields and gas holes always last longer than the pessimists think. But eventually it happens - it being depletion. Compliments on your trading.

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