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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: The Perfect Hedge who wrote (26914)	3/23/1998 12:23:00 PM
From: Knighty Tin	Respond to of 132070

GD, Drillers may be a good buy on the concept that all boats rise with the incoming tide. But my feeling is that if OPEC is cutting production, that means less drilling, in general and more rigs being returned. Ditto for the service cos. Whereas, if Opec doesn't cheat this time, as likely as Bill Clinton remaining monogamous -g-, then those who are minor league producers can ride the coattails of a price increase without having to spend any more. Yeah, things are kind of gloomy in the DRAM world. This is usually the time that Micron pipes up and tells everyone how smart they were not to get into SDRAM and 64 Mbit chips the same time everyone else did. As though these chips aren't easily substituted for their 16 Mbit and 4 Mbit core products. -g- MB