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

To: chowder who wrote (71524)	8/23/2000 6:59:00 PM
From: ItsAllCyclical	Read Replies (2) \| Respond to of 95453

Truely excellent link (Radiowallstreet interview). I especially liked the parts about the potential ramp up in earnings in the land drillers and pipe makers. A few other notables. He said this was the best time to invest in energy stocks not in 30 years, but 50. Better than '73 because because it's a supply/demand issues - not just a supply issue. Imagine if that fact seeps in with the general public. Also they are forecasting $31 oil for 2001...average. Lastly he did mention the shortage of Rigs long term (2nd time I've heard this in the last 2 days). I'm now convinced FGH will have it's day in the sun. It may take 3-6 months more before they turn decisively, but they will. The stock will turn before the fundamentals do. (The Feb 5 calls were a steal today). One more thing, the near term will be choppy. His opinion and mine. So don't go on big time margin just yet.

To: chowder who wrote (71524)	8/23/2000 7:50:21 PM
From: kodiak_bull	Read Replies (2) \| Respond to of 95453

OT--Dabum, Very nice radio link, and Adkins makes sense (but where was he in March 1999?). But replay that tape and listen to the vacuous noises emanating from Mr. Interlocutor (constant "chiming in" interruptions: right, um wow, right, okay, uh-huh, mm hmm, wow, right--shaddup, already). It is the most annoying part of the whole interview, and I hesitate to say it makes some of the regular staff on CNBC look absolutely INFORMED. I guess with historically very low unemployment numbers we must make do with whomever they can hire, but honestly, couldn't the producer of the segment simply duct tape the guy's mouth?