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

To: ItsAllCyclical who wrote (72648)	9/8/2000 2:03:39 AM
From: AltLar	Read Replies (1) \| Respond to of 95453

Jim, Your thoughts are echoing mine exactly. Inflation due to high energy prices seems to be a given. So why isn't the market reacting to it? I keep telling myself it must be a delayed reaction kind of a thing. So when the market does react which sectors will fall (probably all of them) and which sectors will recover first? I think, long term, the bull market in the energy sector is still young, but if the market collapses due to the realization of the onset of inflation, the energy bull will surely stumble as well. I don't have a crystal ball, so I just keep buying and ratcheting up my stops. Larry

To: ItsAllCyclical who wrote (72648)	9/8/2000 6:09:31 AM
From: Think4Yourself	Read Replies (2) \| Respond to of 95453

I agree. It appears that the oil industry analysts are no worse than any other analysts. They are still denying inflation but the Dupont news was definitely a kick in the teeth. Bet this is a very active earnings warnings season for everyone except the energy sector. The only companies in energy who will report problems are utilities who buy most of the NG they use to generate power. Looks like many of the drillers and O/S companies will finally report a significant profit this quarter.