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

To: isopatch who wrote (85818)	1/31/2001 7:06:13 PM
From: excardog	Read Replies (1) \| Respond to of 95453

iso Forgot your Kona coffee but I owe you one. There is a definite split on the board regarding the larger cap gassers and forward earnings expectations, as I stated prior to my hiatus my slant is toward the oilier issues and figured when gas rolled over the gas names would follow. APC, LD, and EOG all fell pretty good once NGH plunged. Since none of us has enough money to fight Wall Street perceptions ( Koll excluded) we might as well follow the leader so to speak and wait until the street decides the waters are safe to jump back in. Perceptions will change and earnings estimates probably will be raised but until that time rather than watching these stocks correct 30% or more IMO one should jump out of the ocean and wait for the next big wave. Thought I would throw in the Hawaii references for fun. Mahalo

To: isopatch who wrote (85818)	1/31/2001 7:13:42 PM
From: Timelord	Read Replies (1) \| Respond to of 95453

LOILY - Like the good built in earnings comparisons coming up in the next 2 qtrs in LOILY to get her up around 4 at least. But if that big offshore Albania wildcat comes in as a major discovery? Whoa!! Won't even guess how high it could go... That there's funny lookin' water... <g> lundinoil.com Alex