Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SliderOnTheBlack who wrote (31446)	11/4/1998 8:15:00 AM
From: JSB	Respond to of 95453

Slider, i agree totally with your analysis. I bought into UTI and TMAR a few weeks ago on the assumption that it was either the bottom or close to the bottom. So far, they have been good investments. I'm thinking of picking up some GLM and some additional TMAR and UTI on the assumption that regardless of API numbers we don't have much downside left. I was encouraged by the fact that there have been some upgrades in the semi sector even though they expect no earnings for at least another 12 - 18 months. Basically, I'm assuming that if the analysts can like that sector when they are much weaker fundamentally than the drillers, that hopefully we have seen the bottom here. Regards, Jeff