Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: russwinter who wrote (9189)	3/10/2002 1:08:59 PM
From: TheBusDriver	Read Replies (2) of 36161

<<IMO this rally is more supply driven than demand driven and I think the indicator to key on will be the rig counts, which dropped again on Friday. >> This is exactly what the prez of my company said in the weekly intercompany newsletter! Supply side driven, dropping rig count in USA (NG), downturn expected to be short lived. Say 6 mo. Then I read Iso's post and yours. I have cash now so will be looking hard at NG sector. The only one I am familar with really is THY.T having held it in the past. Thanks for MRO will have a look. Need to look further into Iso's picks as well....might have missed the boat here so want to take it a bit easy. Wayne

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