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

To: Douglas V. Fant who wrote (945)	3/26/1998 4:25:00 AM
From: Czechsinthemail	Read Replies (1) \| Respond to of 2005

Doug, Doug, welcome back and thanks for the estimates information. Actually, the one that intrigues me is SSB. They recently dropped their earnings estimates for ESV and on Wednesday were recommending airlines. Perhaps they are trying to accumulate shares of one and unloading shares of the other. I think ESV should be one of the prime beneficiaries of the oil producer agreement. Firming oil prices should cinch up dayrates for ESV's fleet. That should translate into rising estimates for the rest of this year and next on the heels of a strong 1Q earnings report. good luck, Baird