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

To: The Ox who wrote (16964)	3/28/1998 12:50:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 95453

Re Cramer: Methinks the lady doth protest too much.

To: The Ox who wrote (16964)	3/28/1998 12:51:00 PM
From: Teddy	Read Replies (1) \| Respond to of 95453

OT Michael, grow up: Message 3813181

To: The Ox who wrote (16964)	3/30/1998 9:21:00 AM
From: Teddy	Read Replies (1) \| Respond to of 95453

Here's a little snip i found this morning: "Crude has rallied in the final moments of this quarter, which theoretically could set us up for better times for the patch, but I would prefer to wait to see the first quarter's results and the guidance from management before I plumbed for bargains. Even then, I am unexcited by the segment because I don't think the OPEC nations can do anything about the lagging demand side of oil. I still get a lot of email about this area of investing, most of it a testament to how people refuse to adjust and come to terms with the negative change in fundamentals wrought by the crash in crude. Folks, fundamentals do change, both for the better or for the worse. Part of investing is recognizing those changes and anticipating them, not denying them wholesale." Sounds reasonable to me