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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: PartyTime who wrote (13766)3/5/1998 1:31:00 PM
From: Lucretius  Read Replies (1) of 95453
 
You're going to tell me to keep my thoughts to myself for this, but I don't know that MDCO is much better other than the lack of land exposure. They are heavily oriented to shallow also. I believe they have 1 deepwater semi. I think MDCO is more of a consolidation play.

All IMHO of course

-Lucretius
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