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

To: paul feldman who wrote (54757)	11/15/1999 11:39:00 AM
From: SliderOnTheBlack	Respond to of 95453

FGH ? ... maybe some day I said it's not emotional - no love affairs with these companies... FGH's day will come. I merely think that the challenges that the merger poses (any merger for that matter)must be answered via results; before the street puts much wind behind FGH's sails. So, I think there will be time to jump on board - later in the cycle; when we see strong dayrate rollover in offshore contracts and full utilization - then & only then; will sentiment start looking toward expanding the capacity of offshore rigs imho... Only Time will tell...