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

To: Wowzer who wrote (57472)	12/28/1999 12:20:00 PM
From: ItsAllCyclical	Respond to of 95453

As for large cap E&P's, PXD, XTO and NBL seem to be the biggest laggards here now that VPI and OEI are reacting well. Since PXD is a balanced play I'm adding to that position the most today. Throw a dart and hold it for 2 years and you'll be happy with just about anything here in E&P or service land.

To: Wowzer who wrote (57472)	12/28/1999 3:03:00 PM
From: Taylor Mill	Read Replies (1) \| Respond to of 95453

Rory I have more than tripled my XTO position in the last few weeks including a new buy earlier today at 8 3/8. While I do not necessarily advocate that others rush out and buy, I do believe that XTO is one of the more conservative and financially sound of the mid-size E&P companies. The only downside here is that commodity price weakness and continuing lack of favor for the E&P industry could easily result in a dip to the less than $5 lows witnessed last winter. But one thing we can bank on is that XTO's resource base and financial strength will keep it out of jeopardy much longer than most of its peers if industry problems return in a form like 1998.