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

To: chowder who wrote (84143)	1/11/2001 9:31:47 AM
From: ItsAllCyclical	Read Replies (2) \| Respond to of 95453

OT - More commentary on Analysts from JJC thestreet.com I was thinking about starting my own spread sheet to track various firms. Anyone have any strong opinions on both good and bad firms respectively? Of the top of my head I think Frost is pretty good and Kauffman is terrible.

To: chowder who wrote (84143)	1/11/2001 9:55:13 AM
From: Frank	Respond to of 95453

dabum-I agree the power generation issue is crucial-as I said in a post to metaltrader a few minutes ago.The infrastrucure for NG demand is being built out every day. There is a sea change taking place in electric power generation that works in conjunction with our ever increasing reliance on electricity.Drilling rigs and facilities to service those rigs will be of more and more value as the emerging NG drama is played out. In my opinion,the debate over future price of NG is somewhat spurious if we agree NG stays over 3.50-4.00. -Frank