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

To: SliderOnTheBlack who wrote (48829)	8/4/1999 1:16:00 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 95453

Slider - I think TMR will bounce before BEXP. BEXP missed estimates yet again. I think BEXP will do well long term, but short term I'd look for more money to flow into TMR due to it's size, earnings and upgrades.

To: SliderOnTheBlack who wrote (48829)	8/4/1999 1:24:00 PM
From: DJB	Respond to of 95453

Bexp--also noted during the conference call was that they have about 5200 square miles of 3d seismic in their inventory ("possibly the largest of any onshore E&P company"--CEO words-not mine); and the property divestiture loss of $12.2MM reported in the quarter (received $17+MM for the property) was required by full cost accounting. In actuality they paid $15MM for the property and realized on gain of $2MM on the sale. Conference call replay is available until 5PM today.