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

To: JCS who wrote (25466)	9/6/2003 10:10:14 PM
From: quehubo	Respond to of 206089

I have owned ESV and RDC but I have lost confidence in the story supporting ESV & RDC's rise. The land drillers have a little problem with the land capacity that was created as a result of the great margins last time. I expect that present drilling levels wont even hold production flat. Where does most of the gas come from and where will it come from. land drilling? I own some MVK, I am sure tubulars will do well. But there are more drivers to tubular earnings than just the amount of drilling. Besides ESV and RDC actually have to get some increases in deep water activity before drill pipe will be needed.