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To: marginmike who wrote (96828)	4/20/2001 11:54:14 AM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

<<I am going out tonight with a Comodities trade who trades only Gas. i will pick his brain.>> Let me know what he says. NG will do well (at least the commodity) for a while, at least into next year, IMO. It's seasonal, with one peak in summer (elect gen for AC's etc) and a larger peak in winter (heating). We're in the "shoulder season" of weaker demand now, but the prices have held up pretty well. AOG is a pretty good pure play on NG as well as MND. Among the drillers, I like PDE and PKD (offshore and land respectively). Among the services I like KEG, but they have been in a range from 10-13 and you may be able to get 'em a bit cheaper.