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


To: jeffbas who wrote (30397)10/7/1998 12:29:00 AM
From: k.ramesh  Read Replies (2) | Respond to of 95453
 
Drillers are like semi equip--Vrc is one further step removed.
Funny, I was thinking along the same lines. But if oil is to chips then
drillers is to semi equip, and vrc supplies the drillers.
all cap equip is down down down.deere agco etc.
Come to think of it most of US stuff is cap equip in a way, hence easy to defer- except ofcourse KO G DIS MO etc, which are never cheap.
ramesh