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

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To: SliderOnTheBlack who wrote (30344)10/5/1998 11:13:00 AM
From: Wallace Rivers  Read Replies (2) of 95453
 
Slider,
Must say I disagree with you re "tremendous opportunities": CSCO and LU IMHO right now are in the proverbial falling knife category. They both could have a lot further to trade down, and both possess very large multiples. Market leaders no doubt, but not exactly hiding places (which it seems people are looking for at this time).
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