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

To: Roebear who wrote (91570)	6/15/2001 1:02:50 PM
From: Frank Pembleton	Read Replies (2) \| Respond to of 95453

Roebear: TA according to Tesco... My impression is from the standpoint of inexperience -- too many variables, too much history, I couldn't possibly give you or anyone a short-term opinion. -- You weren't asking anyway:) LT view: The company owns the top drive market and the case-drilling tech looks promising. -- BTW: I'm to within $.02 of my mental stop loss. <:) What I can say is this, I knew the swoon was going to happen, I knew this swoon season thing was going to cause a ruckus on the SI boards and I knew I was going to have to tolerate bearish API/AGA once a week, we go through this every year, don't we? What I didn't anticipate was the Canadian house of cards called Nortel; the papers are creamed with stories of lay-off. The only thing saving my butt, is the strengthening Canadian commodity dollar, and the possibility of some O&G service sector mergers -- we haven't had many of these this time around. This past Monday, I had one of my co-workers repeat the mantra "Naz 1000" ten times, he finally sold Nortel this morning... Regards Frank P.