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

To: Sharp_End_Of_Drill who wrote (75138)	9/29/2000 4:33:13 PM
From: Think4Yourself	Read Replies (2) \| Respond to of 95453

I agree with you about PGO. In the past 3 months I have only read one press release from any producer suggesting they were going to shoot more seismic. Most talk about the huge backlog of drilling prospects they have.

To: Sharp_End_Of_Drill who wrote (75138)	9/29/2000 7:29:58 PM
From: isopatch	Read Replies (1) \| Respond to of 95453

Roger, Sharp. On a 9 mo hold, HGT IS exceeding expectations. I mean geez! The thing is a royalty trust, for cry'in out loud, lol. 1/2 the time it almost acts like one of the better sm E&Ps. What do you think has been holding SMOP in check? Anything from the fundamental side, or word via your industry sources? Maybe it's just a matter of the usual parade with lg caps in a sub-sector moving first, followed by the smaller guys. Anyway, that's been my assumption since the large drillers have just recently begun to move again. OT/An interesting play and my only non natural resource position, at the moment is RTN.B. Also my only lg cap. Basis 22 n sm change from averaging in late Spring thru mid-summer. First big hurdle was getting through $25 which it did on a powerful breakout. $29-30 area should fall before year end. LT it's a monster with next target in the low 40s. And IMHO, over the next couple of years, Raytheon has a shot at the old highs around $70. How are your other fav stocks on that list making out? This is as exciting a market as I've seen in a long time. Cheers. Iso