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

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To: Big Dog who wrote (44340)5/9/1999 11:18:00 AM
From: Wowzer  Read Replies (2) of 95453
 
Big Dog another excellent article, great job!!! The 20 questions and answers compiled by you and Matt was very informative to say the least. Matt makes some excellent points for an extended bull run in the oil industry. Be very interesting to see if those missing barrels show up in the next couple of months. If the barrels don't show up, does it really matter what OPEC compliance rate is??? Maybe there isn't that much of an over supply problem to begin with, interesting to say the least. For some reason, I agree with Matt that these barrels are not going to show up. Then you have the issue of depletion...I have to agree with Matt that I would much rather own the oils then the techs over the next few years....Also love the fact he is a UofU grad, smart guy LOL. I guess Harvard didn't hurt either....

Thanks again for taking the time to produce such an excellent news letter. I have learned a great deal about the oil business in the last 6 months from this thread and your news letter.

Rory
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