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

To: Big Dog who wrote (26548)	7/26/1998 2:33:00 PM
From: marc chatman	Read Replies (1) \| Respond to of 95453

Big Dog, are your comments regarding assets related solely to drillers? From previous comments, I assume equipment makers are a separate animal (e.g., FGII -- on budget and on time). And what about the diversified service companies? And deep drillers on long term contracts that have gone where no driller has gone before (RIG)? So, in essence, the fungible companies are the land drillers and the shallow water guys, perhaps? I have one additional question for Your Bigness (well actually many questions, but only one I'll burden you with now): is CXIPY the only company making flexpipe? I can't seem to find much info on CXIPY because of the limited nature of their SEC filings. Thanks, and excellent newsletter this week.