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

To: Robert Floyd who wrote (19977)	4/22/1998 12:13:00 PM
From: Broken_Clock	Respond to of 95453

Robert...considering GLM has shallow exposure and turnkey exposure in the GOM...perhaps this news will help you feel better.http://biz.yahoo.com/prnews/980422/ca_chevron_1.html Huge NG discovery in "shallow" water(120') in the GOM. I wonder if GLM drills for CHV? If so, I hope it was turnkey! w/participation!

To: Robert Floyd who wrote (19977)	4/22/1998 12:14:00 PM
From: mph	Read Replies (1) \| Respond to of 95453

I've haven't noticed any criticism of you or your posts. To answer your question, people do post their transactions on this thread from time to time. mph

To: Robert Floyd who wrote (19977)	4/22/1998 12:19:00 PM
From: marc chatman	Read Replies (1) \| Respond to of 95453

Robert, as long as you have a good reason for committing more funds to GLM, you shouldn't let the criticism bother you. (That doesn't mean though, that you shouldn't listen to it as long as it's constructive. <g>) I can't keep track, though. Do you own any others in the sector?

To: Robert Floyd who wrote (19977)	4/22/1998 1:25:00 PM
From: waverider	Read Replies (2) \| Respond to of 95453

Without being redundant, you might want to go after the winners and not put more money into a laggard. ESV was lagging and is now catching up with the rest, so it was a good idea to put some money there. However, we had a better perspective on that company due to Baird's excellent analysis. GLM, on the other hand, has always been a laggard and does not appear to be changing its course. The growth prospects are much better for companies like NE, CDG, and FGII than GLM. Ask yourself, why would you invest in GLM if other companies show better potential? Rick Hydrocarbon