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

To: Big Dog who wrote (62792)	3/23/2000 8:58:00 PM
From: diana g	Read Replies (1) \| Respond to of 95453

Hi Big, I'm sure I speak for many here when I say your "I call 'em like I see 'em at the time I see 'em" approach is very much appreciated and respected as the action of an honest and honorable man. It would be much easier for a personal acquaintance of people in the business to avoid any negative comments. This is the kind of straight-shooting that Texans are right to be proud of. (On the other hand, you Texans ought to just keep quiet about your cuisine, imho) regards, diana

To: Big Dog who wrote (62792)	3/23/2000 9:53:00 PM
From: Warpfactor	Read Replies (2) \| Respond to of 95453

Hi Big Dog, I live here near the Silicon Valley in NorCal and work as an industrial engineer for a company which has nothing to do with energy, other than the fact that we use it. I've been reading your posts for probably two years now, as well as Bull, Slider (hate to admit it) and the host of other valuable contributors. I never thought of myself as particularly knowledgeable about the energy sector, and have never posted anything on this board of substance, excepting a few TA notes. Yet, as you know, the public at large currently has gas prices on the brain, and everyone thinks they have the answers. Several times in the past few weeks I have found myself in discussions on gas prices. I simply regurgitate the mantras that seem to be common knowledge on this board: you know, I reference global supply and demand, I throw in supporting evidence based on the weekly crude and gas draws/builds from API, DOE and AGA. I tell them that E&P's are rolling in $$ now, but drillers and service companies will need to wait for their earnings; that KEG and FLC are highly leveraged and have explosive upside potential. I note that all the new power generation plants are gas fired, and that future natural gas supplies do not appear to be sufficient to meet the increasing demand. Throw in comments about transporting nat. gas vs. oil. These people think that I am a freaking expert!! I can see jaws drop as I spew out this "wealth" of knowledge. People who normally invest in dot.com's only are asking me for hot plays in the energy sector. Unbelievable! Dog, after reading your posts for these years, I believe you to be a person of great integrity. I wouldn't pay much attention to Sarge. Why doesn't Sarge just buy another stock!! BTW, what the hell is HAL's problem?? Is this stock up even 5% for the year? FGH may even be beating it! Warren

To: Big Dog who wrote (62792)	3/23/2000 11:11:00 PM
From: SargeK	Read Replies (1) \| Respond to of 95453

Big Dog, This is just one of many disparaging statements made by you about a company which as recent as October '99 you appeared to be in support - "Let's be honest, if you had a $200 million project to build, would you feel warm and fuzzy taking it to FGH and paying a price higher than the price in 'the east' where dependable is their middle name?" and "I just know them and sometimes do some business with them." For the record this is an example of the sentiment expressed by you back in October: "October 25, 1999 If FGI sells off sharply on Tuesday as a result of the press release, I think it is an excellent buy. I do not think it will sell off as there is nothing new in the press release. However, it could be the final straw for some holdrs that don't "pay attention". FGI/HLX are going to be picking up good work, and tmw could possibly represent the bottom of the bottom. Also, keep in mind that the four top execs get stock options totalling three million shares based on the price of the stock at the closing of the merger (or is that when the merger is approved by shareholders? - voting on which is set for Oct. 28.) I have a feeling that even Slider will start seeing the value in FGI soon. The news can not get any worse...and I say it will start getting better... quickly. Message 11702183 Comment: I don't quarrel with your right to say anything you want since it appears to be your honest opinion. The timing of your bullish October post was just prior to anticipated tax selling. One issue I attempted to raise with regard to your most recent post was the negative connotations and innuendo in your posts over the past few months. The post clearly suggests you don't think FGH is competitive, there prices are too high and they are NOT dependable. I am sure FGH has many repeat customers that would argue the point; but, those views are never heard. The other issue is I KNOW of no other credible business man who would cast a former customer/business associate and/or company in the same manner as you have portrayed Friede Goldman Halter, Inc in a public forum. It simply is not good etiquette and it sure as hell doesn't foster future business relationships. I HAVE NOT argued that FGH does not have problems. If it weren't for these well known problems and the information gap, the company would not be selling at a discount to book. Mr. Holloway is on record of saying all the contract losses and merger costs are being placed in 4Q/99 and this year he expects significant improvement. I choose to believe him. I fail to understand how so many who are no longer share holders and are down on this stock CHOOSE to post so MUCH about this one issue which some claim to have NO interest. I know of no other company which you have continuously commented about in such a negative manner. NOT ONE. I would suggest that a review of your posts would show more negativity about FGH than all other companies combined. Almost any comment I make about FGH generates a negative response on this message board. The YAHOO board has been rendered almost worthless by the endless assault by Slider and associates under a multitude of aliases. The obvious purpose of these assaults has a helluva lot less to do with an exchange of information than the true Boiler Room mission of discouraging interests in the company by polluting the message board. I quite frankly don't give a crap what you or anyone else that posts here thinks about me or my posts, with just a few exceptions (and they know who they are). If you wish to align yourself with Mr. Blowhard himself, that is certainly your prerogative. The MOUTH has used every means he can think of to attack me and anything I say even when it is linked to reliable sources and substantiating facts. I know of no reason this relentless assault would continue unless self-serving money related interests exists. It just doesn't make any sense. I don't know you, Slider or anyone else on this message board and from what I have observed there are damn few that posters here that I would care to meet. Again, there are exceptions and they know who they are. Specifically included in the latter are those who can disagree politely and argue points based on merit NOT innuendo, allegations, personal assaults and all the rest. Have a pleasant evening, SargeK. O/T Roebear - Thanks. My "ignore" also works.

To: Big Dog who wrote (62792)	3/23/2000 11:50:00 PM
From: Razorbak	Respond to of 95453

e-Dog Keep calling 'em like you see 'em. I, for one, am proud to have you as a friend. On another note, did e-Dog happen to read this recent press release? Texaco Joins Global Internet Marketplace, Petrocosm, As a Founding Member; Halliburton Executive Named CEO Thursday March 23, 11:25 am Eastern Time Company Press Release SOURCE: Petrocosm Corp. HOUSTON, Mar. 23 /PRNewswire/ -- Petrocosm Corp. today announced that Texaco Inc. has joined Petrocosm marketplace as a founding member of the first, global Internet marketplace created and owned by the energy industry. Petrocosm also announced the appointment of Norman C. Chambers, currently senior vice president of Halliburton Company, as its chief executive officer. The appointment is effective April 3. The Petrocosm marketplace, first announced Jan. 19, will launch in the second quarter at www.petrocosm.com. It will offer an open marketplace for companies of all sizes to buy and sell products and services that span the petroleum industry supply chain: drilling equipment, electrical supplies, pipes, valves and fittings, as well as professional, engineering and construction services. Companies in the energy industry will be able to leverage this Internet marketplace to achieve cost savings and generate new revenue streams, ultimately gaining a competitive advantage. ``Our equity participation in the Petrocosm marketplace is a highlight in Texaco's growing portfolio of strategic e-business alliances,' said Gregory M. Vesey, vice president, E-Business for Texaco. ``We're very excited to join this venture as it finalizes preparations to go live.' Vesey continued, ``The new business model behind Petrocosm will transform the traditional customer/supplier relationship by creating a limitless marketplace that can be easily accessed by both the largest and smallest companies around the globe. This open, independent model will provide significant opportunities for cost savings and increased market efficiencies for buyers and sellers -- key objectives in Texaco's e-business strategy.' ``Ever since the creation of Petrocosm marketplace two months ago, we've seen tremendous interest from players in every part of the energy supply chain,' said new Petrocosm CEO Norman Chambers. ``We're very pleased to welcome Texaco as a founding partner with Chevron, Ariba and Crosspoint Venture Partners.' ``We look forward to working with Texaco and value their early recognition and understanding of the rewards this marketplace can bring to the energy industry.' Chambers, 51, previously served as president of Halliburton Energy Development, which integrated the development and production of oil and gas fields in partnership with Halliburton's customers. With more than 25 years experience in the upstream and midstream of the oil and gas industry, Chambers has been involved with technology teams at Halliburton and Brown & Root and held a number of operational and senior management positions. Chambers was graduated from Springfield College in 1971 with a bachelor of arts degree. In 1982, he was graduated with distinction from Boston College with a master of business administration degree. He also has attended the Tufts University Fletcher School of Law and Diplomacy and Harvard Business School. Petrocosm will be headquartered in Houston, Texas. Interested parties can obtain more information by dialing 1+(877)627-9796. SOURCE: Petrocosm Corp. biz.yahoo.com Norm is a close friend of mine. If you ever want to meet him, I'll be happy to make the introduction. Razor