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To: Archie Meeties who wrote (23819)	6/16/2003 9:57:21 AM
From: jim_p	Respond to of 206200

Arch, Excellent points on 2000 valuations vs today. It's a whole different world. OSX 140 in 2000 may be the same as OSX 100 today??? Not a pretty picture: stockcharts.com[h,a]daclyiay[pb200!b10!b50!d20,2!f][vc60][iut!Ub4!Ua12,26,9!Lh14,3!Lc5!Ld20!Lj[$spx]!Lf]&pref=G Looks the rush to the exits is still on. Jim

To: Archie Meeties who wrote (23819)	6/16/2003 6:04:43 PM
From: quehubo	Respond to of 206200

The OSX wont be valued the same this time around? It wont be different this time. The 12 month FEPS on NBR today is very similar to what it was in the period I noted around Q2 2000. I look at the FEPS for Q2 2000 through Q1 2001 and I see $1.30 was the actual. Todays stock prices and earnings expectations are very similar for Q2, Q3 Q4 and Q1 2004. $4 NG with two more large injections? Are you forgetting that we are still 750+ bcf less in storage in USA and 150 bcf in Canada? Show me that FEPS valuations of the equities are different this time than in 2000/2001. I dont see it. Looking at the OSX index as indicator of valuations comparisons is a waste of time. This time the deepwater and semi market is dead. The land rig count is on fire.