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

To: Donaldm who wrote (37541)	2/14/1999 8:44:00 AM
From: MARK BARGER	Respond to of 95453

I missed FGI's conf. call last week. Unbeleivable business performance the last 12 months! In my humble opinion FGI has to make up at least 10-20% of anyone's stock portfolio. Maybe 3-4 pt. downside, and maybe 30-40 pt. upside in the next 12-24 months. The perfect IRA stock. Truly a nobrainer IMHO. How does this stock not earn at least $2.00 in '99? With computer sales growth slowing and prices being slashed I am still looking for that sector rotation sometime in the next 6 months. If CSCO would just correct a little more, I can see me with 40% of my portfolio in CSCO and FGI. I love these 2 companies. Could someone post the new FGI est. for '99 and '00. Thanks. Mark

To: Donaldm who wrote (37541)	2/15/1999 1:13:00 AM
From: Douglas V. Fant	Respond to of 95453

Donaldm, Trust me New Orleans was wild enough on friday night- heck! I'd never make four days of that stuff until "fat tuesday".... Have a copy of the Permian Basin Oil & Gas Report in front of me. Lead story entitled "Drillers Can Survive Prices" . Details that drillers are prepared to last out another two years of this depression if necessary.Rig count in the US now the lowest ever recorded at 546 rigs last week. 40 of 54 counties in the Permian Basin do not have a rig running anywhere....But note that IADC President notes that things are worse in the Permian Basin than in any other region of the Country....