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

To: wlheatmoon who wrote (23001)	5/28/1998 8:37:00 PM
From: Big Dog	Read Replies (1) \| Respond to of 95453

Thanks for the kind words Mr. Chen. FWIW. met for a few hours today with an oil service analyst. He will be coming out with a report in 2-3 weeks that will speak very kindly of our sector. He will favor deepwater (big surprise) and likes DO, RB and RIG. Re MIND. Did I post that the sale that was postponed in the 4th qtr 97 was closed during the 1st qtr? It was. The only weak part of the MIND story, if you would call it weak, is the consolidation of its customer base plus an early thaw in Canada which leave mushy conditions decreasing seismic activity. I predict the lawsuits will be dismissed as frivilous. The Dog repeats, there is NO lack of business activity on the front line. And there are still NO sellers of any decent equipment (offshore rigs) -- except for the oddball "junk" rig here and there. It is time to Load Da Boat with your faves...just pick a few, any few. His Honor, The Dog