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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Dwight E. Karlsen who wrote (9724)	11/24/1997 9:20:00 PM
From: David Lawrence	Respond to of 22053

>>On stocks: What do you think of the drillers? I'm long PKD and ESV for drillers. I doubled my PKD position last week, apparently a tad too soon. My original cost is around $6. The rig owners get to name their day rates. There has been no new equipment built for over a decade, and the old stuff is wearing out. There is some profit taking going on right now, but I see the sector a a strong near and long term investment. I aslo have GOU as an oil play, but it's been weak lately - trying to figure out if I should take profits, hold, or double up. All of my previously listed limit orders remain open.