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

To: Amelia Carhartt who wrote (24033)	6/13/1998 8:19:00 AM
From: Iceberg	Respond to of 95453

>If you could choose only one driller, which one would it be? MSB, Choose one to do what with? Short it? Or go long? Ice

To: Amelia Carhartt who wrote (24033)	6/13/1998 10:17:00 AM
From: JZGalt	Respond to of 95453

Assuming you want to go long, are you looking for the most bang for the buck, or the safest way to play the group. In terms of risk/reward, I would have to choose NE. In terms of least risk, I would choose RIG. In terms of flat out most gain, I would choose MDCO, CDG or if you want to really go wild UTI. Another way to play this sector is on the suppliers. I like boats and think TMAR is a steal at these levels, but I thought that at $20 also. Read some of the TMAR thread if you're interested. Good notes on conference calls posted there. Each has its own dynamics although all are sensitive to some degree on the price of oil. Understand what you are buying and the implied assumptions you are making before investing in this area. None of these are going higher until oil prices at least stabilize and start moving higher and that is no longer on the near term horizon.

To: Amelia Carhartt who wrote (24033)	6/13/1998 10:51:00 AM
From: NucTrader	Respond to of 95453

CDG

To: Amelia Carhartt who wrote (24033)	6/13/1998 11:31:00 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

Drillers...... choices; for upside appreciation potential at ''today's'' prices : short term ....CDG long term ...UTI, PTEN, BDI in that order least downside risk...RIG, DO ...my 2 cents.

To: Amelia Carhartt who wrote (24033)	6/13/1998 1:10:00 PM
From: ron peterson	Respond to of 95453

Picks-- long CDG MDCO UTI wildcard--TCMS

To: Amelia Carhartt who wrote (24033)	6/13/1998 8:00:00 PM
From: Tulvio Durand	Respond to of 95453

PFE Tulvio

To: Amelia Carhartt who wrote (24033)	6/13/1998 9:45:00 PM
From: Braddock Bull	Respond to of 95453

<<If you could choose only one driller>> Just bought-in Thursday and Friday... CDG, MDCO, and TCMS. And I'm gonna make a pile of money and all three :-) Catch the Patch! Brad