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

To: drsvelte who wrote (34641)	1/9/1999 2:53:00 PM
From: Gary Burton	Read Replies (1) \| Respond to of 95453

"earningswhispers.com" lists the following eps release dates and their ew estimate----RDC Jan11 13c vs 13c consensus,ESV Jan13 19c vs 16c consensus, GLM Jan12 24c vs 25c consensus, DO Jan13 62c vs56c consensus, PGO Jan19 34c vs 31c con, RIG Jan20 84c vs 81c con, NE Jan20 25c vs 27 con ---not that earnings matter at these depressed levels

To: drsvelte who wrote (34641)	1/9/1999 2:58:00 PM
From: Ahmed Elneweihi	Read Replies (1) \| Respond to of 95453

drsvelte, I am not familiar with IBD ranking. Does "A" mean "stronger accumulation" than "B"? And what is meant by "Timeliness" rank?

To: drsvelte who wrote (34641)	1/9/1999 8:52:00 PM
From: SliderOnTheBlack	Read Replies (3) \| Respond to of 95453

drsvelte -& others; questions/comments on Noble Drilling/NE good-drsvelte; yes indeed the IBD rankings for NE are verrrry interesting; I smell buyout sentiment brewing in the street... I have never followed NE as close as some other Drillers as they aren't as pure of a deepwater play as RIG, smaller than and do not have DO's balance sheet, don't have FLC's size or earnings leverage etc. For me; they are the ''forgotten'' driller... I just see all the other companies mentioned above as having better value, more upside, stronger fundamental/financial strengths or niche advantages. Atwood/ATW also falls into this ''limbo-land'' imho. Perhaps this is exactly what will make them buyout candidates; they don't have the pure niche dominance, or the size, or financial strength to continue to compete equally with the larger companies in a prolonged negative enviroment. Yes; they can survive; but if consolidation is coming; they would definitely be the seller not the buyer imho. Anyone have any comments on NE - again; I don't follow them that closely - what am I missing here ? Obviously from the Streets strong accumulation statistics - someone smells something happening with NE... are they a buyout candidate, is there hidden value ?