Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Big Dog who wrote (63058)	3/27/2000 6:07:00 PM
From: hitsoft17	Read Replies (2) \| Respond to of 95453

<<We believe investors now seem less concerned about the potential downside risk in near-term oil prices. The downside risk to oilfield service stocks as it relates to oil prices seems limited at this time. Given the outlook for strong activity levels in the oil patch through 2001, upside earnings potential on average is improving dramatically.>> Big Dog, Thanks for the G2. I just can't help thinking that we are at the bottom of the mountain looking up with the drillers, boaters and medium cap E&Ps. This reminds me so much of the semiconductor mess two years ago right after everyone finally figured out that the bottom really wasn't going to fall out of chip prices and the AMATs and TXNs began to ignite. I think the fuse is lit and the clock is ticking. When 1Q earnings start to show the real cash these companies are generating, then the brokers will start the upgrade-buy-upgrade-buy cycles. Then the yuppies will catch on and the afterburners will send these stocks to the roof. Post Patrol may be right about the OSX delay somewhat ( I happen to disagree), but they better be damn fast on the trigger. If they aren't correct they could miss a 20% rise before they know what hit them. Thanks again, hitsoft