Strictly: Drilling and oil-field services Message Board

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

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To: SJS who wrote (26809)	7/31/1998 12:39:00 PM
From: Big Dog	Read Replies (4) of 95453

FWIW -- I threw in the towel on CDG and MDCO. Gulf of Mexico day rates are in terrible shape and not getting better. The oil companies have won. Contractors blinked. I strongly suggest looking for safety in pure deepwater RIG, equipment supplier VRC, and shipyard FGII. I will be making adjstments to the ODB portfolio this weekend. big jump.to

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