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

To: SliderOnTheBlack who wrote (80646)	12/3/2000 12:57:25 PM
From: rocklobster	Respond to of 95453

Hey Slider I have been wondering something.. Maybe you can help out with an opinion.. Re Social Security: If current social security funds are only paying 2% interest annually? and federally insured bonds are paying between 4.5% and 6.5%, then why can't the government buy US bonds with the social security money?... they would increase the rate of return by 100% to 200% annualy and the bond investments would have the total safety of govenment guarantee?... this could be accomplished without privitizing social security or exposing the SS system to any equity risk.. Just a thought I have been having... anybody who has an opinion on this I would appreciate hearing it .. thank you all very much rok

To: SliderOnTheBlack who wrote (80646)	12/3/2000 1:18:20 PM
From: GaAs52	Read Replies (1) \| Respond to of 95453

Slider: Dollar's strength I think the overseas money has no place to go other than US. Where in the world they will put so much money and for how long can they stay in cash? The markets overseas are not large enough to absorb such a capital outflow from US. Secondly, the overseas (emerging markets and Europe) are nowhere close to the competitiveness of US. Any drop in the dollar more than 20% will put the overseas competitiveness against US in serious question. I think the dollar's most strength is not due to the 10 years US expansion, but due to highly efficient, flexible and competitive US economy. Emerging economies and the socialist structure of Europe is simply not as efficient. I am personally amazed with the efficiency in US, considering the 4% unemployment rate and while most of the gas stations are run by just one person (at least Southern California). In overseas, you have still 4-5 people in each gas station pumping gas for you, while unemployment at high levels. I think the relative efficiency and competitiveness of US economy is much better than the economic numbers indicate.

To: SliderOnTheBlack who wrote (80646)	12/3/2000 1:39:25 PM
From: GaAs52	Respond to of 95453

Slider: Valuation anomalies in Nasdaq: Even after the recent sell-off in Nasdaq, there are very high PE companies around (e.g. AMCC). However, the indiscriminate selling caused some very attractive valuation anomalies especially in the small-cap and semiconductor-equipment sector. Here is an example: Electroglass (EGLS): Share price: $13.5 PE: 7 Cash at balance sheet: $8/sh (No debt) Current ratio: 7.1 Price/sales: 1.3 Last quarter BTB: 1.1 Last quarter Y over Y growth: %70 (Probe maker: 50% market share in US Euro, start shipping probes for 300 mm wafers)

To: SliderOnTheBlack who wrote (80646)	12/3/2000 2:01:30 PM
From: excardog	Respond to of 95453

Many of you may wish to follow the following moderated thread discussion on crude oil this evening. The time: 9pm to 11pm eastern The link:http://forum.ino.com/ The speaker: THE INO FORUM NOTICE BOARD Last Updated: December 1, 2000 SUNDAY SESSION December 3, 2000 James L. Williams, Oil Analyst James L. Williams is an oil industry analyst. His company, WTRG Economics, publishes newsletters and forecasts focused on both the domestic US and international energy industries. In addition to OPEC and crude oil prices, topics include regional, national and international exploration and production activity together with forecasts of rotary and workover rig activity. His services include Oil Price History and Analysis, and Energy Economics Weekly. Jim writes for a broad audience of companies and individuals with investments or interest in upstream activities of the oil and gas industry or who's business is dependent upon the health of the oil and gas industry. These include: Oil and gas producers, Oil field service companies, Manufacturers of oil and gas equipment, Manufacturers and suppliers of oil field chemicals and supplies, Planners and accountants, Commercial Business and Income Property Owners in Oil, and Oil Patch cities and regions. To prepare for the Sunday Session, Jim has compiled a special page of oil industry charts and statistics on his website, at the following address: wtrg.com