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 (30397)	10/7/1998 12:29:00 AM
From: k.ramesh	Read Replies (2) of 95453

Drillers are like semi equip--Vrc is one further step removed. Funny, I was thinking along the same lines. But if oil is to chips then drillers is to semi equip, and vrc supplies the drillers. all cap equip is down down down.deere agco etc. Come to think of it most of US stuff is cap equip in a way, hence easy to defer- except ofcourse KO G DIS MO etc, which are never cheap. ramesh

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