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

To: diana g who wrote (84727)	1/19/2001 9:47:52 AM
From: jim_p	Read Replies (3) \| Respond to of 95453

PGO down to 9, down 25%. Whodathinkit? Got tech? The rig party may have to be changed to the micro chip party. Jim

To: diana g who wrote (84727)	1/21/2001 1:03:48 AM
From: Douglas V. Fant	Respond to of 95453

diana g, Glad to hear that NG treated you well this year! Re NGL's- There are few companies that specialize in NGL's except Duke, Warren, someone help me- the big spinoff of Phillips. One kind of parallel play might be the products pipeline boys and girls. I think of folks like Kinder Morgan. K-M is seen more as a gas-to-power play, and in that vein I'd wait and see if we get a westwide (WSCC/WIO)cap on electricity prices in order to assist California. G-to-P stocks might dip including Kinder Morgan and then offer a good entry point...

To: diana g who wrote (84727)	1/21/2001 4:09:08 PM
From: Sharp_End_Of_Drill	Respond to of 95453

Diana, if you really want to dabble in NGL's take a look at MND. They've been rapidly expanding production, and significantly expanding their NGL plants. At $10 gas this looked pretty dumb, as all of the NGL plants were un-profitable to run and 50% of them were shutdown. Mitigating factors are that I've heard NGL prices have doubled or tripled, and as we all know $10 gas can't last. MND doesn't seem to be well liked (or liked at all) on this thread, so tread carefully. I'd like to hear other's opinions on them as I am actually rather fond of them. Sharp