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Gold/Mining/Energy : Global Santa Fe (GSF) (formerly Global Marine)

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To: Lisa A. Grabenbauer who wrote (1154)2/2/1999 10:51:00 PM
From: Stitch  Read Replies (1) of 2282
 
Lisa,

<<I'm trying to find the companies strong enough to last until the Asian economies get healthy and start increasing world oil demand.>>

Amen. Cash and long term contracts seem to be sine qua non though among drillers, deep water capability is a strategic weapon. There has got to be some arbitrage potential in this group. Where is it?

Best,
Stitch
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