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

To: Platter who wrote (39246)	3/8/1999 12:09:00 PM
From: Jamey	Respond to of 95453

Article from Business Wire; Today's news about the Wall Street Transcript. The transcript is available for $150.00 so if you want it read this: "NEW YORK--(BUSINESS WIRE)--March 8, 1999--The Wall Street Transcript has just made available a special 56-page edition produced for the March 3-5, 1999 Donaldson, Lufkin & Jenrette Energy Conference. Featuring interviews with seven leading research analysts and CEOs or top management from 11 Energy firms, this special issue offers an excellent current review of the sector for analysts, investors, and companies. Highlights include: 1) Interviews with seven prominent analysts from Donaldson, Lufkin & Jenrette; Outlook for Energy - John Hervey, Richard Manley & Phokian Potamianos. Potamianos states, "Definitely investors should be selective. You have to focus on where the returns are best, and we believe that a company like Phillips (NYSE:P.N) presents some of the best fundamentals because of its ability to control costs, while a company like USX-Marathon (NYSE:MRO.N) has probably one of the most attractive valuations and will correct most significantly with the adjustment on the crude price." Outlook for Exploration & Production Stocks - David Bradshaw. Bradshaw declares, "We are excited about the prospects for Burlington Resources (NYSE:BR.N) going forward. From 1988 through 1993, after being hatched from the railroad, Burlington restructured its assets to focus purely on exploration and production. As a result, Burlington currently enjoys one of the greatest capital investment efficiencies among the large capitalization names with above-average sensitivity to rebounding natural gas prices." Natural Gas Distributors & Pipelines - Curt Launer. Launer asserts, "Demand is growing 2.5-3% per year, and even though the weather is warm, supply is not keeping pace with that demand. That argues for why natural gas prices have held up so well in the face of low oil prices and why natural gas prices look good in the near and longer-term future." Outlook for Emerging Markets - Jay Bhutani. Bhutani states, "Our average forecast for this year is$15 per barrel (WTI), but we expect the exit price to be around $18 and the average next year I believe is $18.50. So we are looking for a turnaround and it's really not a demand recovery story as much as a supply-restraint recovery story. Non-OPEC supply is coming under a lot of pressure from falling investment and that should start to bring the demand and supply line closer together." Oil Services & Equipment - Arvind Sanger. Sanger states, "There are a lot of compelling values from a long-term standpoint. The question is one of the time value of money and how long you have to wait before you make money in this group. And I believe that when the move does happen, it's not going to be a small move; it's going to be a 40, 50% move once the fundamentals of commodity prices improve." 3) CEOs or top executives from the following companies are interviewed in this special 56-page edition produced for the March 3-5, 1999 Donaldson, Lufkin & Jenrette Energy Conference: Chesapeake Energy (NYSE:CHK.N), Magnum Hunter Resources (AMEX:MHR.A), Tosco (NYSE:TOS.N), Houston Exploration (NYSE:THX.N), Nabors Industries (AMEX:NBR), Newfield Exploration (NYSE:NFX.N), Nuevo Energy (NYSE:NEV.N), Pacalta Resources (Toronto(PAZ), Seven Seas Petroleum (AMEX:SEV.A), Triton Energy (NYSE:OIL), and Unocal (NYSE:UCL). These are in-depth discussions with the people leading these firms, talking about their companies; the key trends they see in their markets; the opportunities they face and their key concerns; specific goals they are setting for their organization; and the outlook for investors. For information on how to obtain a copy of this issue, see twst.com or call (212) 952-7433. The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations. The Wall Street Transcript is a premier weekly investment publication serving serious long-term investors for over 35 years. The Transcript publishes industry roundtables and interviews with Wall Street analysts, money managers, and company CEOs, and is read by top money managers, brokers, and individual investors." --30--rc/ny* CONTACT: The Wall Street Transcript, New York Mr. Robert Ruffin, (800) 246-7673 twst.com