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Gold/Mining/Energy : Ensco International Inc. (ESV) -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (932)	3/22/1998 11:44:00 PM
From: Douglas V. Fant	Respond to of 2005

David, I see ESV as a long-term hold. It ain't easy to replace reserves when we're burning 75mm bbls/day worldwide...I also have TMAR and BJS myself.... Sincerely, Doug F.

To: David Lawrence who wrote (932)	3/22/1998 11:50:00 PM
From: Hector	Read Replies (1) \| Respond to of 2005

David, <That's what I've been doing, but I can stomach a long hold if necessary. I'm currently holding ESV, GLM and PKD. GOU as a pure oil value play. I don't think I'll be buying tomorrow, but we'll see.> Don't be surprised by a gapup at the open because of the all the excitement from the agreement, but I would be willing to bet that the drillers close down for the day tomorrow. The drillers are nearing a bottom, but not just yet. We need one more selloff. Regards, Dave