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

To: Tomas who wrote (88188)	2/27/2001 10:40:43 AM
From: Tomas	Read Replies (1) \| Respond to of 95453

U.S. Drilling: Strong E&P growth continues WorldOil, February 2001 worldoil.com _____________________________________________________ 2001 E&P Spending: High gas prices stimulate activity worldoil.com _____________________________________________________ Washington in 2001: Energy will get a fresh agenda worldoil.com

To: Tomas who wrote (88188)	2/27/2001 10:57:52 AM
From: isopatch	Read Replies (1) \| Respond to of 95453

Hi Tomas. Thx for the Simmons piece. Am with Matt 100% on the bullish multi-year secular case of the oil patch, particularly in the case of NG. Right now however, we are in an important cyclical correction in the patch stocks that will provide a great buying op for those of us who raised cash near the recent highs. However am nowhere near bearish enough to be in 100% cash. Continue to be comfortable with special situations like EEE and LOILY, which can both be accumulated on any weakness for gains IMHO. EEE is on the auction block and the results of the bidding should be known in the next few weeks. While LOILY (which you made me aware of last year) is a longer term play, attractive both fundamentally and technically. Cheers Iso