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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: kollmhn who wrote (24714)	7/24/2003 12:34:06 PM
From: excardog	Read Replies (1) \| Respond to of 206201

Day says <<<<Day said, "Fundamental drilling data, such as bidding activity and plans and permits, all currently point to rather uneventful third and fourth quarters in the U.S. Gulf. We are, however, pleased with our recent acquisitions, which will add to returns that already lead the sector.">>>> Makes me think one might get a better entry point for HOFF and some of the other service companies. JMO

To: kollmhn who wrote (24714)	7/24/2003 3:29:41 PM
From: aerosappy	Read Replies (1) \| Respond to of 206201

K-man, RE: HOFF/PEMEX TDW's CC* was somewhat positive about PEMEX-TDW relationship: 1. PEMEX meeting cash obligations last several months. 2. TDW has gone back to work for PEMEX 3. TDW made arrangements, adding to probability of full payment. ========= *at about 55:00 in CC replay.