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

To: Jane4IceCream who wrote (67963)	6/9/2000 12:47:00 PM
From: Think4Yourself	Respond to of 95453

MDR is on a tear lately. J. Ray McDermott, Inc. to Install Pipelines for Shell's Brutus Project biz.yahoo.com

To: Jane4IceCream who wrote (67963)	6/9/2000 2:32:00 PM
From: Warpfactor	Read Replies (1) \| Respond to of 95453

What a boring day. Some of the mo-mo's suffering profit taking. CAM and ESV hurting me a little, but PGO and a couple semicaps getting me back to breakeven. I have to disagree with Big Bull on his assessment that this cycle is in the late innings. I haven't been in the energy sector for more than a couple of years, but I've invested in other cyclical sectors for over ten years. Once the momentum on cyclicals get established, it doesn't just stop and reverse (barring some external watershed event). IMO were still in the early innings. I think Bull is describing semiconductors nicely though. I see semi's as having one more push to new highs perhaps later this year into early next year, before the cycle roll over. I'm with Big Dog, energy has years to go. Warp