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To: schrodingers_cat who wrote (118445)2/23/2001 11:16:33 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
Hi Glenn, a while ago you said you were going to talk to your brokerage firms energy analyst, and I was wondering if you had any insights to share? I think I like the hole drillers and oil service companies best because lots more gas wells are going to have to be drilled to feed all those power plants.


SC,

I did have a chance for the discussion and then faxed to me were further recommendations. This means I will need to re-type some of that information. I will do that. I just have been very busy store related work. I thought I would take a break and view and "play" on the thread.

Anyhow, many of the drillers are high on the list on firms that will move up much further. Also, the oil service firms as you mentioned. There are a few firms most of which are new names to me that manaufacture parts that are used by the drillers and the service firms. That was the most enlightneing to me since it is further down the chain but these parts wear out and there are more rigs in operation presently than there hass been during the last ten years. Someone was thinking.