Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: isopatch who wrote (30405)	5/30/2003 6:31:09 PM
From: Duane L. Olson	Read Replies (1) of 36161

ISO... I posted the following on the wrong thread, in error, but I'll leave it here. Thanks so much for that April 19 input, which has been widely shared.... productively. DLO E! Had an article about the new power plants coming on stream in Calif and Ariz...can't find it now. I think there were about half a dozen or so plants --- every single one of them are gas-fired. And that's not an isolated example. There is a "goldmine" in owning a solid natural gas supply going forward. We like your NCN.... and we like ERF even more. PVX is fine, but doesn't have the remaining reserve life that NCN and ERF enjoy. Gotta hold a solid chunk of these NG, natural resource stocks for the long haul... Thanks again for the inputs ---and the $$ we've made on the advice. tso

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