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To: ItsAllCyclical who wrote (57227)12/21/1999 4:24:00 PM
From: kormac  Read Replies (2) | Respond to of 95453
 
OEI's capital budget for next year.

biz.yahoo.com



To: ItsAllCyclical who wrote (57227)12/21/1999 5:56:00 PM
From: ItsAllCyclical  Read Replies (2) | Respond to of 95453
 
How much lag time is there between usage and DOE and API #'s? I would have thought with the cooler weather we would have had better API #'s. I was guessing there was about 1 week of lag. Does anyone really know how these numbers are derived? API #'s I know are voluntary. They just don't seem to follow much of a weekly pattern.

Still buying. I don't think there is much risk to holding oil stocks during the y2k switch-over, but there is potentially some nice upside if there are ANY disruptions and the media puts the spotlight on them.



To: ItsAllCyclical who wrote (57227)12/21/1999 6:02:00 PM
From: Douglas V. Fant  Read Replies (2) | Respond to of 95453
 
JimL, Agreed. And let's see AGA Gas figures too.... I sold 60% of my large e&p stocks here; held all of my small cap e&p's.

I'm trying to catch a little dip in the large caps pre-Y2K. Small cap e&p's are relatively cheap versus their earnings potential IMO now and probably won't see much of a Y2K-related dip IMO since they do not carry the burden on refining assets like the large majors....