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

To: Douglas V. Fant who wrote (35455)	1/20/1999 3:41:00 PM
From: Snowshoe	Respond to of 95453

Doug, I have a question for Big Dog: Who are the potential OSX winners and losers if Iraq revitalizes its oil facilities and ramps up production? Who will be selling them the parts? Would SLB have an advantage in getting service contracts because it is a French company? Got any ideas of your own on this? -Greg

To: Douglas V. Fant who wrote (35455)	1/20/1999 4:27:00 PM
From: marc chatman	Read Replies (1) \| Respond to of 95453

Doug, re BD interview: I'd be interested to know whether older rigs are being retired. Also, if they are, to what extent? and is it limited to land rigs, or does it include older jack-ups? Another question relates to Big Dog's comments that he expects FGI to maintain or add to its backlog (I'm not quoting him exactly, but I believe that was the gist). Since we aren't seeing any willingness on the part of big oil to finance new semi-sub construction with 5 year deepwater contracts, in which areas does he anticipate new orders -- conversions? refurbishments? Thanks.