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

To: Czechsinthemail who wrote (16790)	3/26/1998 10:36:00 PM
From: waverider	Read Replies (1) \| Respond to of 95453

Baird, niffty graph. Question. Assuming all things are equal, doesn't the poor performance of ESV say something? From the graph, it seems to me that one would have made a lot more money by investing in the winners (deep drillers NE, RIG). So are you assuming that ESV will catch up from where it is now to the same relative performance of the deep drillers? One reason I picked NE to invest in was because of its strength and market performance. FWIW I bought some CDG calls today instead of ESV stock. Different ball game I know, but with the smaller float CDG probably has a better chance of blowing out the upside if this rally continues for the time period we think it will.

To: Czechsinthemail who wrote (16790)	3/27/1998 12:51:00 AM
From: JHR	Read Replies (2) \| Respond to of 95453

Baird, nice charts -- looks like GLM is just about as oversold as ESV. I checked what mine have done since the St Patty's day massacre and found: GLM +17% TBI + 15% FSESX +19% NE +33% FGII +26% EVI +16% RIG + 25% UTI + 50% They are all nice numbers, but as you've been saying the land and the deeps did the best. GLM which is a mix of deep and less deep from what I can tell just cant seem to break past that 26 resistance. EVI I think I'm going to dump and move it into one of the others because it cant seem to get out of its own way. TBI I dont understand except they be too dependent on the land drillers and just haven't caught up yet. Any opinions on those last two?