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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Big Dog who wrote (25028)6/30/1998 10:32:00 PM
From: Gator II  Read Replies (1) of 95453
 
Hi Big,
You wrote: I have a little theory on these drilling companies -- on why they can just only make so much money before they limit out.

I've always thought so, too. Suppose this has anything to do with the fact the drillers are deep, deep cyclicals? Fifteen year or so between cycles?

GatorII
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