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

To: Thean who wrote (13695)	3/5/1998 11:11:00 AM
From: marc chatman	Read Replies (2) \| Respond to of 95453

>>Marc, my GLM line was a joke - totally meaningless, no ulterior motives.<< Not sure you mean me, but ok. I can laugh about anything on a day like today. I own no tech stocks (dumb luck), and my oil service cos., including the stuff I bought yesterday, are up across the board. Maybe I'll take the rest of the day off.

To: Thean who wrote (13695)	3/5/1998 12:16:00 PM
From: Lucretius	Read Replies (2) \| Respond to of 95453

FLC does have heavy exposure to the shallow mkt, w/ their large concentration barge rigs and shallow jackups. R&B gives them more deepwater exposure along w/ some of their own. I think the reduced valuation could be a combo of the shallow exposure, recent ufounded rumors, and RB's consistent problems (mgt is totally braindead over there. I don't think they ever hit numbers) Hopefully FLC can turn them around. You know me, I just naturally favor NE BECAUSE IT'S THE BEST DAMN DRILLER OUT THERE!! (ggg) Seriously, NE does have the greatest earnings growth potential over the next 3 yrs and its chart does look the strongest out of all of the offshore drillers. Good Luck! -Lucretius