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

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To: William L. Oppenheim who wrote (997)4/6/1998 3:08:00 PM
From: Gottfried  Read Replies (2) of 2005
 
William, no unbridled enthusiasm for me any more.<G> The ESV
decision was mainly based on projected LT EPS growth of 24%
and expected YE99 EPS of $3.19. (24x$3.19=$76+)
Even is EPS is adjusted down later, ESV should still be up
from here.
[AMAT at 100 never was a good value.]

Gottfried
PS: do you have enthusiasm for any stock right now?
It's getting to be tulip season.<g>
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