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

To: jeffbas who wrote (30396)	10/6/1998 11:50:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 95453

P.S. -- Slider - I know a lot more now about the semi industry than this one, having more or less walked away from oil with a black eye in the early 80's. But just as the semi-equipment companies are really in the soup because the existing semi fabs are underutilized or unprofitable or being closed, don't we have the same thing here -- that VRC is on the semi-equipment end of the spectrum vis-a-vis the drillers. If so, why wouldn't a driller like TDW or a seismic company like VTS (which improves productivity) be more attractive investments?

To: jeffbas who wrote (30396)	10/6/1998 11:54:00 AM
From: SliderOnTheBlack	Read Replies (3) \| Respond to of 95453

VRC vs. VTS.... I think that right now Institutional managers are calling and meeting with VRC, discussing their future; getting reassured that the future is bright... This temporary ''blip'' of sell now and ask questions later is a strong buying opportunity in VRC, imho. VRC is a great short term bounce play here - easy 50% in 2 months max... way oversold. VTS I like better long term, but I would own them both here at this price level - 2 of the best trading wise and long term, can't lose short or long term imho. VTS has much higher earnings ability and is a MO-MO fav of Institutions; it will fly when the move is clearly established. ...just my opinion. I'm out of RIG RON WFT - ( my core holds longterm) all whom I will own again because, VRC & VTS and some tech stocks are basically too good to pass up right here.