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

To: SargeK who wrote (58210)	1/10/2000 1:32:00 PM
From: Brian P.	Read Replies (1) \| Respond to of 95453

cbs.marketwatch.com Transcript of 'MarketWatch Weekend' By CBS MarketWatch Last Update: 12:51 PM ET Jan 10, 2000 ...BYRON WIEN: I think the leadership is going to move away from that narrow band of stocks that has driven the market to an all-time high, to other areas that are also attractive. I think the small- and mid-cap area are going to do better, I think intermediate materials will do well, I think energy and oil-service stocks will do well. So I think there are a lot of sectors out there that really lagged behind the market during 1999 and are attractive today. I think the technology stocks -- while the fundamentals are still attractive, I think the prices fully discount the fundamentals. MS. CHRISTOFOROUS: In these volatile times, Byron Wien recommends owning those tech stocks that are clear leaders in their industry. He likes America Online (AOL: news, msgs), EMC Corp. (EMC: news, msgs), and Cisco Systems (CSCO: news, msgs). He is trying to avoid speculative favorites and wants to put his money in companies that will be around for the long term. Byron Wien also recommends raising some cash reserves. He believes the market is sufficiently priced and cautions those who are fully invested in this environment. Finally, Wien says look beyond the favorites; namely, to forgotten sectors, like hospital management, oil and oil-service stocks, and intermediate materials....

To: SargeK who wrote (58210)	1/10/2000 2:49:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Any seeing DO as the most undervalued offshore driller here ? Comparing 1997-8 prior cycle prices, given their balance sheet - options this gives them etc. $26-28 DO is looking real cheap compared to its peers. Pretty low risk - given their replacement value, balance sheet - cash position. When their contracts rollover in an up dayrate environment - late 2000 on; these guys get their EPS estimates dramatically revised upward. Watching DO on dips here... boring ole' DO has become the red headed step child of late.

To: SargeK who wrote (58210)	1/11/2000 7:47:00 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

FGH: rumors, or fact ? - yahoo posts on massive layoffs, payroll concerns ? SargeK - any conformation on this ? Is FGH laying off ? The "payroll" concerns don't make much sense to me, but layoffs may be factual ...? Quoting a news report on WLOX in Mississippi - any listeners out there ? messages.yahoo.com <"lay offs by: pipewelder4hire 1/11/00 6:23 am Msg: 2895 of 2898 has anyone heard of the lay offs at fgo? last week there were 500 laid off and this week there will be more than that. it was told to the workers that there was not enough money to make payroll. ealier today the company is going into file for protection of some kind. does this mean that the few people that are still on the payroll will not be able to cash their checks? and, after all the people that have been laif off find other work, does fgo expect them to quite there new jobs and come back like nothing happened? there will be no more night shift after wednesday at all. so what is left on day shift will not be able to meet the deadlines in order to draw money according to the contracts. where will this leave the stock holders, and the people that work for fgo? "> messages.yahoo.com Layoffs by: sdm8309 (29/M/New Orleans) 1/11/00 7:26 am Msg: 2897 of 2898 <"Yes, I heard that 500 were layoff last week and heard a report on WLOX( local station for South Ms) that many were yesterday. Could be a scary preview of things to come. ">