To: Ditchdigger who wrote (4893 ) 7/15/1998 5:54:00 PM From: Lee Fredrickson Read Replies (1) | Respond to of 5015
Kenny- TOPIC nowhere in sight. Well, (NPIintended) I can tell you what I've got in drillers- RIG. Deepest water outfit, long contracts, etc. If I had plenty extra cash, I'd scoop up some VTS, an acquirer of seismic data which has an extensive library of data which it lets E & P companies pore over for a price. (Mr Mkt. has been using it for a gunnery target for the last couple days, but it, like RIG, seems to be a favorite of the sector funds; i.e. it's price deflates much slower in the all the regular air pockets this beleagured sector has felt for 9 mos. or so, and climbs back up quicker on the slightest rise in the price of crude.) DO has good deep water exposure. VRC makes amazing top drive units and other equipt. for drilling rigs. (State of the art stuff, I'm told, and much in demand when rigs are being built or refurbished. There's a few others I'd like, and one I'm in..DRQ (deep-water subsea well-head gear. Their going deeper, looking for oil, they have to, and they need stuff down there to handle the goo coming up out of the hole. Bought a CD drive today...boy am I wiggly thinking about upgrading from 3.1. No guts, no glory, but still I think I'll wait till I get some at least W95 drivers before attempting the leap. EXSO. Selling my pittance of shares now wouldn't, post comm., buy me a pouch of pipe tobacco, so it'll just have to go under or make some fantastic planet recovery, either way, it's just another sea story for the Ol' Timer's Logbook Apologies to any who still yearn for EXSO news.....I gave up a long time ago.. Wet here, warm and muggy. Keep to the right on the road, Follow your inner voice everywhere else. Garage cleaning beckons---- Lee