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Strategies & Market Trends : Tech Stock Options

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To: j g cordes who wrote (22917)	9/12/1997 3:24:00 PM
From: Nancy	of 58727

Judy et all, year to date performance on drillers (certainly beat some techs, asnd csco included) from 12/31/96 to 09/09/97, of course some of them added another 10% just in last few days. Subject: Re: ESV Date: 10 Sep 1997 11:25:39 EDT From: BIGJET2 Message-id: <19970910152500.LAA13005@ladder01.news.aol.com> >>>BIGJET, your analyses are usually right on. ESV has had a different pattern of increase than the other drillers. What advantages does it have over the other drillers you have touted and what's going to happen here that makes it important to buy it now? <<< They are all going up. Thus it is easy to pick winners. As I stated I own 11. Added significantly to ESV in last July as I though they were more undervalued than some at that point in time. Note below that deepwater jackup players (ESV, RDC, GLM, SDC & NE) are almost idential for year (39-40%). Trying to pick which one will do better that the other is what we call in Texas "P------ in the wind." They will all do excellent. I own all of above 5 except RDC and like RDC too. Reason to buy ESV or any of the others now (in my opinion) is the quarterly afftect is upon us--i.e. have seen big runups each quarter for the last 8 between about 2 weeks before end of quarter and about 2-3 weeks after end of quarter upon earnings announcements. Thus if history repeats, Sept. 15-Oct.18 should be good. 1997 % Change 12/31/96 09-09-97 % Change Pool $15.375 $35.125 128.5% Energy Ventures $25.438 $54.875 115.7% Diamond $28.500 $56.938 99.8% Nabors Drlg. $19.250 $37.0000 92.2% Cliff $31.625 $53.563 69.4% Falcon Drlg. $19.625 $31.7500 61.8% Weatherford Enterra $30.000 $46.7500 55.8% Atwood $63.500 $97.000 52.8% Parker $9.625 $14.2500 48.1% Transocean Offshore $62.625 $89.6250 43.1% Santa Fe $32.000 $45.625 42.6% R & B $26.500 $37.0625 39.9% Rowan $22.625 $31.625 39.8% Noble Drlg. $19.875 $27.6875 39.3% Ensco $48.500 $67.2500 38.7% Global Marine $20.625 $28.5000 38.2% Unit $9.875 $13.125 32.9% Marine Drlg. $19.688 $25.5000 29.5% AVERAGE 58.1%

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