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


To: BigBull who wrote (72268)9/4/2000 7:29:26 PM
From: BCherry168  Respond to of 95453
 
CAPEX - Big Bull is right. This should be very bullish for the drillers and offshore service companies. The other majors will have to follow. In two to three years, they will bring new production on that will severely impact OPEC's ability to set prices. IMHO ( Might be a little longer. ) Yamani may be close to right.