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

To: Sharp_End_Of_Drill who wrote (85674)	1/30/2001 2:12:57 PM
From: isopatch	Respond to of 95453

Thanks Sharp. Would very much like to read a series of back and forths with you and Big Dog discussing a lot of these issues that are important for everyone on the thread to get a better handle on. If he's already on his way to Norway, then hopefully when he gets back. A lot of important information that would help non-industry with their DD and stock selection seems to be at best under reported by companies themselves and the financial media. That's why I was glad John Clark posted the text of that article so those who'd missed it the 1st time could read it. And thanks again for the additional perspective. As always, you add a lot here. Best Iso

To: Sharp_End_Of_Drill who wrote (85674)	1/30/2001 2:31:24 PM
From: upanddown	Read Replies (1) \| Respond to of 95453

Sharp Not surprising, of course, since Big Oil has been sitting on Little Oil's face for many years. The majors garner record profits and very little of that filters down to their service providers. Surprising that OS is doing better than the majors or the E&P's. RIG, already at a nosebleed PE, issues a very shaky report and soars. DVN, with a PE a tiny fraction of RIG, issues a terrific report and declines. I suppose it is the usual Wall Street perversity of: - good is bad because you can only do worse - bad is good because you can only do better Doesn't always work out that way. John