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

To: Big Dog who wrote (43424)	4/28/1999 1:06:00 PM
From: upanddown	Read Replies (1) \| Respond to of 95453

Big Knowing that you are a very close and personal confidante of the lovely Mavis (how come they never put her picture in TSC rather than that ugly Cramer ?<vbg>, wondering what you thought of her latest and especially this excerpt... "If the trend in the filing of plans and permits continues, we expect day rates for premium jackups to recover to $30,000 per day by 2000, nearly double their current day rate," writes analyst Bo McKenzie of Jefferies in a recent report. Since mid-March, the filing of drilling plans is up 59% over the December-January filing rate, McKenzie notes. Do you see the premium jack-up market being the fastest mover in the shallow water ? Who is best positioned in the premium market ? Is the filing of drilling plans a reliable predictor of drilling activity and rig utilization rates ? TIA, John