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

To: Art Bechhoefer who wrote (92589)	7/19/2001 8:09:44 PM
From: Sweet Ol	Respond to of 95453

Matt seems to have the best overall long-term info on the energy business. A couple of caveats: (1) he is an investment banker to the energy industry and therefore may have a bias, (2) he has a long history of predicting oil shortages. Time has yet to prove him right or wrong. But, he has a very compelling story. You are right, it will take a while to read it and digest it. I find it helps me to put things in a long term perspective even when I am making very short term investments. Best, JRH