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

To: Kavika who wrote (74973)	9/28/2000 1:14:19 PM
From: jim_p	Read Replies (1) \| Respond to of 95453

MAVK looks good at 26 1/2, down 4.50%. Jim

To: Kavika who wrote (74973)	9/28/2000 1:27:07 PM
From: Sharp_End_Of_Drill	Read Replies (1) \| Respond to of 95453

Kavika, I've been eyeing MND which is down on what people think was a negative APA. MVK is down too, and I've actually been thinking of nibbling on GRP. I think they are overpriced, but the on-the-ground stock of drillpipe is getting rapidly used up, and lead times are now 18 weeks for new pipe. Pipe makers are true boom and bust stocks for traders. I continue to like PDE, PDS and KEG, even though PDE has gotten some renewed respect in the past few days. I think PDS will have a lousy quarter due to the weather problems up there, so it may be early on this one, but Q4 and Q1 will be gangbusters. OEI at 14-15/16 looks pretty good. You are getting a pretty good shot at a world class find off West Africa that could double or triple their reserves overnight. My biggest holdings are FLC, PDE, and PDS. I'm waiting for FLC to get back into the 30's to unload. Long term I don't like RIG/FLC nearly as much as I like FLC alone. Sharp