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

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To: Mike from La. who wrote (40753)3/24/1999 2:28:00 PM
From: Donaldm  Read Replies (2) of 95453
 
Mike, thanks for your comments.
I figured that 2.15 million bpd cut might even be a bit low based on OPEC's batting avg. of cheating. If they would have come up with anything less, if would be a lot harder to renege. The 2.15 guess was easy, doing it might be a bit harder if the NON-OPEC countries don't carry their load. I'm keeping my fingers crossed. 38% of my portfolio is riding on RIG and GLBL.

Donald
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