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


To: Tommaso who wrote (92891)7/31/2001 9:11:53 PM
From: Frank Pembleton  Read Replies (1) | Respond to of 95453
 
Tommaso, I don't know this company (Tubos de Aceros) but we are thinking along the same lines. The first question I asked myself was who would benefit the most from this pipeline?

I don't like pipeliners and the suppliers, low margin cut throat business. I like the usual stuff (drilling and oil-field services) that goes with the O&G bull.

Regards
Frank P.