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To: Big Dog who wrote (61921)3/10/2000 12:25:00 PM
From: Filbert  Read Replies (1) | Respond to of 95453
 
Wasn't that a Herb Alpert song, "The Lonely Bull"?



To: Big Dog who wrote (61921)3/10/2000 1:02:00 PM
From: BigBull  Read Replies (1) | Respond to of 95453
 
Hi Big. Let's face it, KEG is an animal! Sold way to soon.
Argggh.

You also made some good calls on offshore construction a few issues ago, GLBL's had a darn nice run, as has HOFF. Even the seismics have come back from the dead! <g>

Maybe sometime in the future an issue on FABS and Boats might strike your fancy? Ever try to interview Dailey Berard? As I recall, he made some pretty strong statements about future work for fabs a month or so ago. Be interesting to see if he's still as bullish. I can't imagine he wouldn't be.



To: Big Dog who wrote (61921)3/10/2000 3:11:00 PM
From: Les H  Read Replies (1) | Respond to of 95453
 
Thanks. It doesn't look like they have the capability or the lack of common sense to be able meet that goal anytime soon. It doesn't make sense to raise output too dramatically with the Fed trying to slow the economy down.



To: Big Dog who wrote (61921)3/11/2000 7:14:00 PM
From: Brian P.  Read Replies (1) | Respond to of 95453
 
Big,

If I may ask your opinion, do you think KEG is likely to surprise to the upside on these consensus estimates?:

datek.newsalert.com

THANKS