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Gold/Mining/Energy : Ensco International Inc. (ESV)

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To: shane hartman who wrote (1563)12/1/1998 8:51:00 PM
From: steve harris   of 2005
 
My thinking today:

Their homepage says four of the five new rigs will be under
3-5 year longterm contracts.
enscous.com
". Five new offshore rigs are now under construction, with four committed under three to five year contracts, the most recent of which is a new semisubmersible rig to be delivered in late 2000."

Wonder if Moody's talked to the company? Maybe......maybe not.

Moody's report does kinda read both ways...

I will start a small position soon probably. Add to it over the
next few years.

steve
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