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

To: Czechsinthemail who wrote (14014)	3/6/1998 5:27:00 PM
From: upanddown	Read Replies (3) \| Respond to of 95453

Hi Baird: Now that CPQ has pre-warned, we might get some rotation from tech to better values like drillers on Monday. We'll see...didn't happen with the MOT warning......today was like being a wallflower at a really good dance. On the subject of deep vs shallow, Ron's database shows DO with 30 semi-submersibles, 15 jack-ups and 1 drillship while RIG has 8 semi-submersibles, 2 drillships, 10 jack-ups and 1 submersible. Would this mean that DO has more focus on deep than RIG ? Ron only calls DO and FLC deep drillers....RIG is called a deep/shallow driller. FLC is down for 12 drillships, 11 semi-submersibles and 55 barges. Agree with you that the deep guys look best in the sector and trying to figure out who is REALLY deep. Thanks and hoping for a better Monday, John