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To: The Ox who wrote (32552)12/7/1998 1:56:00 PM
From: articwarrior  Read Replies (1) | Respond to of 95453
 
Guess I'm glad I didn't wait for FGI at 9 and bought a bunch of calls last week. Time to ROCK!




To: The Ox who wrote (32552)12/7/1998 5:41:00 PM
From: Douglas V. Fant  Respond to of 95453
 
Michael, I too would not knock analysts. They work hard and have to cover a lot of ground. I'm just using my industry knowledge here on this particular point to say that the big mergers will not affect total OS business-indeed it may likely open up access to parts of the world otherwise currently closed to OS suppliers now.

But if two OS companies have contracts with companies that merge, then expect one company in the short run to lose a contract. So the workload will shift within the industry itself.

But bottom line only one thing drives OS work from an energy industry perspective- oil and gas prices...

Sincerely,

Doug F.