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To: SliderOnTheBlack who wrote (25517)	7/11/1998 11:40:00 AM
From: P.Prazeres	Read Replies (2) \| Respond to of 95453

slider , can you give us a breakdown of the call. Paulo

To: SliderOnTheBlack who wrote (25517)	7/11/1998 12:22:00 PM
From: Bernie Diamond	Read Replies (1) \| Respond to of 95453

To all: PKD CC Gator & Slider: Thanks for #. Some notes of note: Not like mid- 80's Positioning for better times. Regrouping assets 1999 cap ex less than 1/2 of 1998. Spending budgets under constant review. Full payout contract for future building Moving rigs from GOM to Venezuela Indonesia hurt some. Moving rigs to Caspian Sea (long-term Chevron deal [5 years] up to 4 more rigs) Latin America good. Columbia rates increasing Softness in dayrates - not utilization. Jackups not bleak Aquisitions - looking for OS and rental tool businesses. Nothing they could report on (general kind of statement) Going to calendar year accounting after 3Q POSITIVE FEELING FOR THIS FALL. Bernie, doubled up on DO yesterday + averaged down on ESV (long). Waiting to pick up initial positions in CDG, MDCO & FGII (so I'm crazy like most on this thread.) <g> Good luck all!