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: jeffbas who wrote (30396)	10/6/1998 11:50:00 AM
From: jeffbas	Read Replies (1) of 95453

P.S. -- Slider - I know a lot more now about the semi industry than this one, having more or less walked away from oil with a black eye in the early 80's. But just as the semi-equipment companies are really in the soup because the existing semi fabs are underutilized or unprofitable or being closed, don't we have the same thing here -- that VRC is on the semi-equipment end of the spectrum vis-a-vis the drillers. If so, why wouldn't a driller like TDW or a seismic company like VTS (which improves productivity) be more attractive investments?

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