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

To: Don England who wrote (85624)	1/29/2001 9:23:15 PM
From: isopatch	Respond to of 95453

OT/Not that big a consumer(G)/eom

To: Don England who wrote (85624)	1/29/2001 9:24:49 PM
From: Razorbak	Respond to of 95453

Window of Opportunity Don: Two of the main differences this time are: (1) the natural gas bubble of the mid-90s is no more, and (2) OPEC is decreasing output now instead of increasing output. I agree with you that there is a window of opportunity here that we are capitalizing on, but I think it will last longer than most people think. Razor