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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Big Dog who wrote (47815)	7/13/1999 7:32:00 AM
From: JZGalt	Respond to of 95453

Mike, Are you up for a friendly bet? Buy QWST instead of RIG and 5 years from now I'd wager QWST is worth more. ---- Dave

To: Big Dog who wrote (47815)	7/13/1999 6:17:00 PM
From: pz	Respond to of 95453

Big Dog, You nailed the SLB/RIG deal. Any possible others from this list or others? Thanks, Paul The new Offshore drilling companies will be large, with caps over 6 billion such as Transocean Sedco Forex. Other companies will have to consolidate in order to compete, the following is a list of candidates: 1) Diamond Offshore 4.1 billion 2) Global Marine 2.8 billion 3) Noble Drlg. 2.7 billion 4) Ensco 2.7 billion 5) Nabors 2.6 billion 6) Santa Fe 2.5 billion 7) R.& B. Falcon 1.8 billion 8) Rowan Co's 1.5 billion 9) Marine Drlg. 725 MM 10) Parker Drlg. 289 MM