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Gold/Mining/Energy : Ensco International Inc. (ESV)

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To: Chuzzlewit who wrote (734)2/4/1998 5:07:00 PM
From: jim p. holcomb  Read Replies (1) of 2005
 
Paul, One rig is coming out in late first quarter, the other two are expected in late 2nd qtr. or early 3rd qtr. ESV and all drillers were up good today. Added to my position early today. LeBlanc mentioned the other new build as the same price as the current one and said they had to make a commitment by 6/98 on the second one. I feel they will make the commitment, unless oil prices really tank. Jim.
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