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

To: Ditchdigger who wrote (61600)	3/7/2000 8:21:00 AM
From: jim_p	Read Replies (2) \| Respond to of 95453

Look at State Street's energy fund. It's run by Dan Rice who is very well thought of as a good stock picker. I think the symbol is SSGDX. They specialize in small cap stocks, so they should do very well with the laggards which tend to be later in the cycle and have a higher percentage increase when they do take off. Good luck Jim I don't own any

To: Ditchdigger who wrote (61600)	3/7/2000 8:54:00 AM
From: Big Dog	Respond to of 95453

Highlights from a Dain Rauscher report issued this morning: * From our implied rig count forecast model, U.S. spending could be up 27%- plus, significantly greater than our previous forecast of up 18.5%. * Onshore drilling has seen the greatest improvement, boding well for the land contract drillers. * Higher activity levels should translate to upside EPS surprises. The Dog's newsletter this wknd mentioned that the surprise would be higher spending by oil companies. Looks like DRW is an ODB subscriber...Oh, they are. :) big atoffshore.com