Pipe and rental tools is what I know.  At first I thought that what Bull had given us was a list of tools for the upcoming job but it turned out to be just a rig inventory.  I deal with the big boys and they wouldn't use something less than S-135.  They also don't have delays and they drill a 15k ft well a month.  So I am not exactly sure what materials companies that don't sucessfully drill anything in a year would use.  Your right though I think they are just redrilling so it may not be an issue.  If you want to check out what I am saying then look at Quail tools, Thomas Tools, Patterson Rental tools, and look at the drill pipe that they offer.  Thats all I was saying.