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

To: NucTrader who wrote (22940)	5/27/1998 9:47:00 PM
From: Ken Robbins	Read Replies (1) \| Respond to of 95453

Energy Forum in Dallas on Saturday: biz.yahoo.com

To: NucTrader who wrote (22940)	5/27/1998 10:43:00 PM
From: marc chatman	Respond to of 95453

<<And, Marc, the sector you do feel safe with in this environment is....??????....>> Well, I'm not "the Street." But I'd say "the Street" feels safest in the big bluechips and US treasuries. Probably not too many money managers have lost their jobs lately with that formula. As for me, I feel safe in cash. That is not to say I don't like this sector. But we've been warned that if oil remains depressed for several months, drillers will suffer. It (oil) has, and they (drillers) have. So for now, my favorite picks are the equipment suppliers. Oh, IMO, "undervalued" doesn't always equal "safe."