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

To: Douglas V. Fant who wrote (44479)	5/11/1999 11:44:00 AM
From: JGreg	Respond to of 95453

Doug: if drilling picks up sufficiently, what kind of target are you envisioning for RIG, say early 2000?

To: Douglas V. Fant who wrote (44479)	5/11/1999 1:05:00 PM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

Doug F; Buying Drillers.... now vs. later That is the problem; if you don't average in here - the Street ''could'' take them out of range. It's a tough call ''time-wise'' as to when the Street will run them to the next level. Personally, I don't think they will untill the rig utilization #'s support it; but I will not get caught missing the bus... FLC has the most upside leverage and gives one tremendous shallow water/Nat Gas activity resumption upside; RIG seems to be the superior risk vs. reward value of all Drillers and is still the Deepwater Pure play... Still weighting; 80:20 E&P's to Driller/Service-OSX. I'll start watching the Weather Channel real closely in late Fall - praying for a Cold, cold Winter... Go Gas! If Gas hits $3.00+ the numbers on some of these small caps is nearly unbelieveable... ...gotta go for the day. ...someone say something good about SEV - still have a 1/2 ''trading'' lot; waiting to unload - come on show me $7 SEV - we know you've got it in you.