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To: Fredman who wrote (32352)12/2/1998 1:01:00 PM
From: A. Fineigler  Read Replies (1) | Respond to of 95453
 
Fred,

I agree that HAL, SLB and DO are all quality plays, well worth holding through the shakeout. I would add RIG to the list.

There's likely to be a "flight to quality" in the sector, with HAL, DO and RIG attracting a lot of scared investors who sell their weaker positions to buy quality. Also, the funds will probably move into the higher cap. and higher quality co.'s like these first, when they return to the sector.

AF


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