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

To: BigBull who wrote (41181)	3/29/1999 5:12:00 PM
From: Big Dog	Read Replies (2) \| Respond to of 95453

I have made a small stab at getting in to Boeing...I have some ideas that they should put to use for the future of Sea Launch. If you by chance have Mr. Boeing over for toddies, please tell him to give me a buzz. Re going Green -- At the risk of being stoned (maybe I am), I don't want to go full green until during or after the coming sell off. By that time we should see at least the early early stages of some fundamental improvements. I'm not looking for much...just some up ticks in day rates and utilization rates... Then the DogLight will glow Martian Green. But not yet. I think the play now (assuming you are a player) is to sell into this strength (with the exception of FGI) and role into some of Slider's E&P's. FGI is special, not because of its great future, but because of the short position and the remaining contingency on the recent $143.2 million newbuild order. Lift the contingency, reduce the shorts and you add 4-6 bucks quickly. At least that's the DogEye view. Disclosure -- One of the Dog's puppies owns 170 shares of FGI. (Bet you all thought I owned a lot of that fella.) big loosbrock.com