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

To: ItsAllCyclical who wrote (71947)	8/29/2000 3:43:04 PM
From: Tommaso	Read Replies (2) \| Respond to of 95453

I am not sure how to go about hoarding natural gas. Balloons? I guess by "the public" you mean public utilities with their various kinds of storage. But the demand should run even faster than their ability to take delivery and store gas. It would be interesting if they began to get into a bidding war either on gas or futures to assure a supply.

To: ItsAllCyclical who wrote (71947)	8/29/2000 4:49:59 PM
From: Now Shes Blonde	Respond to of 95453

JimL My question to you and the thread would be, in your HO, how much of your list is priced into the market (all of it ?) and how much of it has yet to be considered by the market ? (You guys have been a head of the game so far) and While the RIG counts are way up from last year we have yet to see an impact from all the drilling; what if the expectations people have that all that drilling was going to lead to rapidly improving production proves false ? What if we get deliverability problems ? And the winter weather, is that priced in already ?