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

To: Big Dog who wrote (73989)	9/20/2000 5:12:21 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 95453

Thanks for the conference update. Are the majors even keeping up with their depletion? Question: Do you think all of the land drilling activity will show up in KEG's numbers this quarter, or will all the equipment reactivations suck it up? Any guess as to their earnings?

To: Big Dog who wrote (73989)	9/20/2000 5:23:25 PM
From: isopatch	Respond to of 95453

Big. Interesting final paragraph from your post: "It is becoming an increasing concern as to whether the major oil companies will, in fact, spend there allocated budgets this year. Clearly, commodity prices justify and warrant the spending of these budgets but the continued integration and restructuring in these companies appears to be continuing longer than expected." Just more evidence that the length of this up cycle is being pushed out further than most expected. Isopatch