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To: Howard Williams who wrote (388)	4/28/2000 3:50:00 AM
From: billkirn	Read Replies (2) \| Respond to of 407

Bill and Howard: Interesting set or articles in the Journal of Petroleum Technology, April 2000. A great example of the need for GTL was sited. A typical 100,000 to 200,000 B/D oil field also produces 100 to 200MMscf/D of associated gas. The ability to convert that associated gas to an additional 10,000 to 20,000 B/D has value beyond stand alone financials .. because the cost of gas reinjection is excessive, and flaring is prohibited the oil is shut in. Many articles advocating GTL. There seems to be a huge market and compelling reasons for this technology. Bill Kirn

To: Howard Williams who wrote (388)	4/28/2000 11:10:00 PM
From: Bread Upon The Water	Respond to of 407

Dear Howard, I didn't mean to imply that you were not sincere in your beliefs about RTK or not knowledgeable--you provided alot of insight into the company and GTL. I just wanted to find out if there was someone else's analysis involved in your conclusions. You are entitled to your opinion about RTK--youse pays your money and youse takes youse chance. I remain sceptical for the reasons prviously announced, but am willing to change my mind if more information comes to light. The evidence I've seen so far to me smacks of big, bold beautiful plans laid out before investors in a "hot" field. I have no doubt GTL will eventually flourish---its just that I'm not sure about RTK. GTL is made for situations where there are very large fields of natural gas with really no practical way of piping it anywhere, but fairly good access to a port that will accomodate tankers. Does Shell have such a location to your knowledge ? Bill