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

To: Rustee who wrote (40707)	3/23/1999 9:10:00 PM
From: gizelle otero	Read Replies (1) \| Respond to of 95453

Comments this afternoon from an OSX analyst at conference....... "Although the short-term picture still looks weak, we are beginning to see enough evidence of supply shortfalls to make us optimistic that we have seen the lows in oil...." "....at this point, we would recommend increasing positions in the integrated suppliers for the meek, and initial purchases of oil-service companies with a focus on turn-key operations (mentioned RIG, GLM specifically). We think this is where the real money is to be made in the next two-three years....." Hoo-ah!