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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Sharp_End_Of_Drill who wrote (6364)	8/1/2001 9:58:54 AM
From: Second_Titan	Respond to of 23153

SEOD I follow Lehman's guidance in the patch very closely and support it with MSDW and the analysts consensus on Yahoo. Faith you say? Much of my faith going forward is based on expectations that GOM drilling decline will be offset to a large extent by international work. Also I see the NG production not being a major factor and so far the increases are much smaller for Q2 than Q1. So I expect to see activity in the GOM recovering before long. Lehman has been pretty accurate in the patch. If I took their hints about the patch in May/June I would not have been catching knives at OSX 105, 95. Of course Jim_P told us that already.