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

To: SliderOnTheBlack who wrote (77985)	11/6/2000 11:17:49 AM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

JQP and others on "max margin" - a ? ... are you "still" on full margin here ? ... using sell stops, if so - at what levels ? - thoughts ? - out of curiosity; why would you be "max margin" here - since earnings did nothing ? - do you expect a commodity spike, sector rotation etc ? ...is this just pre-API profit taking, election oriented jitters, trading off the commodity tape, or as the tubulars are indicating - the downward slope to just another 2-3 year up cycle that has allready peaked ? dean the bagman; - thinking about some BTK puts here; if ole Gore wins - not good for "any" drug sector. Post Election the ESF's job is done & then Greenspan gets to let the margin leverage out of the balloon & you know he wants it out... NOT a good time to be real long anything imo - lots of liquidity coming out of the broad market shortly imo; as we find out just how much the ESF was a factor on stop gapping these prior NAZ blow offs & plugging the dike. (Post Patrol - and please spare us any stories of how many dikes you guys have plugged(VBG)!~

To: SliderOnTheBlack who wrote (77985)	11/6/2000 12:54:58 PM
From: BigBull	Respond to of 95453

Slider and all, it will be interesting to watch how the offshore construction companies react over the next week or two. Typically these are the later cycle plays and should probably be doing a lot better on the earnings front than they are. Even with all the increased drilling activity it is still a very tough pricing environment for these companies. Even Bill Lam of HOFF has stated such in HOFF's latest quarterly report. Intl. activities have yet to pick up significantly and may not until second half of '01 according to Dore. Having said that, I can't imagine that some major Intl. contracts won't soon be awarded and Dore is still buying stock. So if the construction stocks can hold over the next week or two investors could be looking at a nice OSX rally. If they start breaking down from these levels..... I think it's pretty important that GLBL holds 10 or doesn't go too much below that level.