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

To: Michael Berkel who wrote (5100)	12/14/1997 2:15:00 PM
From: Broken_Clock	Respond to of 95453

MB...looking over the smart money headlines was a riot. Looks like the techs are about 3-4 weeks behind us<g>. We could paste our posts from November over there on the tech threads and just change the ticker symbols... On another note and back to basics. I like TDW as a safe play with lots of upside. They were did a big deal to get more boats last month which should really increase earnings next year. Since deep water seems to be the main play in exploration...wouldn't that mean a bunch of boat hours? My strategy will be to diversify. I like GW(land), SESI(tool rental) and TDW(boats) and any water drillers. GW, SESI & TDW are all doing acquistions to grow earnings. And don't forget Mike's FGII.