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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Gottfried who wrote (28432)8/27/1998 2:53:00 AM
From: upanddown  Read Replies (2) of 95453
 
Thanks, Gottfried. That is a handy thing to know. Did you look at the S/D numbers on the table ? I really think we need a period of demand exceeding supply to get the stocks down and they are calling for that in 4Q98 and 1Q99. My only question is how recently were the numbers updated and do they reflect the current scope of the Asian slump ? What do you think ?

John
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