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

To: BigBull who wrote (66676)	5/19/2000 6:37:00 PM
From: BigBull	Read Replies (1) \| Respond to of 95453

A chart that bears much scrutiny: finance.yahoo.com^TYX&d=3mm

To: BigBull who wrote (66676)	5/19/2000 6:58:00 PM
From: jim_p	Read Replies (3) \| Respond to of 95453

I fun exercise to give you something to think about over the weekend. When you sell your shares the table below will give you some idea of the upside in oil and gas stocks at the higher end of the DCFPS multiples during the last oil cycle. I used ML estimate of DCFPS with was based on $25.00 oil and $3.00 NG adjusted for todays stock closing price. Based on today estimate of 2000 cash flow and using the highest cash flow multiple reached during the last oil cycle for each stock, the following is the potential stock price for each stock at the end of this cycle. ...........$S.....P/DCFPS... High DCFPS... Adj.....Adjusted ..........05/19.....05/19.....Prior Cycle..... Mult.... Stock $ SFS......$10.94......4.19......10.00.........2.39........$26.13 XTO.....$18.06......3.83......15.00.........3.91........$70.71 THX.....$22.50......4.01.......7.50.........1.87........$42.06 HSE.....$27.38......3.45......10.00.........2.90........$79.45 EEX......$3.56......1.17......12.00........10.29........$36.67 PXD.....$13.31......4.28......15.00.........3.50........$46.62 KMG....$58.75......4.65......12.00.........2.58.......$151.76 OEI.....$14.88......4.78.......8.00.........1.67........$24.90 NBL.....$39.50......5.28.......7.50.........1.42........$56.08 APA.....$58.88......6.79......12.00.........1.77.......$103.98 PPP......$24.94......4.73......14.00.........2.96.........73.86 BR......$44.81......7.06......10.00.........1.42........$63.45 EOG....$31.06......7.71......10.00.........1.30........$40.31 Average...............4.76......11.00.........2.31 Have a good weekend Jim

To: BigBull who wrote (66676)	5/19/2000 7:12:00 PM
From: Telemarker	Read Replies (1) \| Respond to of 95453

BigBull, I think your points are right on the mark. I've always been fascinated by the staggering growth potential of emerging markets, especially China and India. In time, the creative destruction that has taken place in Asia will be viewed as a watershed salutary event. China undoubtedly has some dues still to pay in this respect. >>It will go faster than many think<< Everything seems to nowadays. Regards.