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

To: Think4Yourself who wrote (85877)	2/1/2001 10:24:33 AM
From: Big Dog	Respond to of 95453

News this morning from SDC on the award of two newbuild contracts for jackups. These went to PPL (formerly Promet). Thinking was they would go to FELS. The design is a JU 2000 (from none other than FGH)...this should give FGH a nice little psychological boost to get its new JU design in the market. I'm surprised FGH didn't put out a PR (well, on second thought, no I'm not surprised). This may be the reason that FGH has been a little perky in the last few days. big, from oslo

To: Think4Yourself who wrote (85877)	2/1/2001 10:35:15 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

"Q"... let's focus on the present & going forward... What %'s are you holding portfolio-wise in Tech, E&P's, Service & Drillers and why ? Where do you "now" see Nat Gas futures going (given you have obviously backed off of your earlier chest thumpin' Futures Call)...and where do you see the XNG, or E&P's going ? Where do you envision the peak for eps & cfps and where/when do you envision the Street taking these stocks to new highs ? When do you see cyclical rollover for the E&P's; or do you "ever" see rollover and are they no longer "cyclicals" (roflmao) ? PS: "Q" - as far as the "December" Tech Call - I think reality dictates that buying LU & WCOM et al back in Sept & OCt at NAZ 3500 to 4000; would make that at best a rather obvious "average down" call... because it was not as if you ever posted anything noting that your initial entries into tech was part of any "plan" to "average in" etc... and given your "MAX MARGIN" position on OCT 25 at OSX 125 and NAZ 3376 & given that XTO et al has made a round trip from $20 to $30 and right back to $20; how did you make ANY money from Oct to the present ? You would have had to be selling at the tops, or at least into strength to have made money & you vocalize & wave pom-poms at tops, you don't sell them(VBG)? PS S: "Q" - where you've lost all credibility here is when you have so obviously went stone-cold silent during heavy volatility - ie: right after you went "max margin" on OCT 25 only to see the oilpatch and tech collapse... you failed to answer any posts here asking you specifically what you were doing... ? Claiming yet another mystically timed vacation... "Q" - some of your cut & paste commentary is timely & interesting; but please - don't claim any timing calls; because what you actually personify here is the epitome of NOT making any out-front calls; but are in reality the queen of monday morning - after the fact quarterbacking... and rather obviously so ~