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

To: upanddown who wrote (63154)	3/28/2000 5:19:00 PM
From: Archie Meeties	Respond to of 95453

Nice find JT. Does anyone doubt FPSO will be approved in the GOM this summer/fall? It's the least environmentally risky of all programs to boost domestic exploration. UFAB should benefit as well. BigBull, after looking at TMAR, my guess is that the debt is the anchor which will prevent them from reaching their 98 potential. But a laggard to rotate into, at some point later this year, yes. Looking over today, something a bit unusual - for once the ng weighted e&p's I hold are standing up against falling crude. That hasn't happened in a while. I think the story there is getting too good to ignore, even though on some of the issues I've considered a little profit taking, rotating into the OSX and kin this week. But I'm still holding my favs (T.BKP, OEI, some micros). It's also worth noting that the XAU is inching towards George Cole's "shooting fish in a barrel" level. A little something for the silver/pge bugs among us. kitco.com