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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: energyplay who wrote (28556)12/29/2003 10:26:51 PM
From: Archie Meeties  Read Replies (1) of 206321
 
I agree about not moving out of energy just because it's become a bit fashionable. All commodities are becoming fashionable and for good reason.

However, I think the money will be made in the OS side in 04, not e&p. Comparisons to 03 for the e&p companies are going to be much tougher than comparisons for the os group. And e&p might start to see rising drilling costs affect their margins. That's the scenario that favors the os companies.
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