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

To: Thean who wrote (3254)	11/19/1997 8:56:00 PM
From: Nancy	Read Replies (1) \| Respond to of 95453

Thean, thanks for the work. I follow RDC & FLC closely and their current eps est are 2.58 & 2.2 accordingly - whether this would be rev downward next couple week back to where your numbers are - who knows ? but the group is sold down to a much more reasonable valuation now.

To: Thean who wrote (3254)	11/19/1997 9:15:00 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 95453

Thean...What?...no work up on FGII? UTI and FGII made the "most battered" top 5 today for the overall markets. The quicker down = the quicker up for the drillers. Hope it still holds true. Consensus eps for FGII is $1.04/in 98 so that's about 31 PE for FGII. I think that Mike Simmons viewed FGII eps as greater than $1.04 next year but I can't remember what he projected(if he did).

To: Thean who wrote (3254)	11/19/1997 9:36:00 PM
From: HH	Respond to of 95453

Thean, thanks for the work-up on all those companies. I know you all too well to think you would ignore p over e. Seeing forward valuations as you laid out gives me more confidence to buy into this group. Sustainable earnings and earnings growth is critical. thanks again HH