Building the equipment for inventory means greaterefficiencies,/lower production costs, and it shows confindence in their ability to produce everything they can make. The investment theise here seems to be a case of a company just starting to commercials a cutting edge product after years of R and D. A set of products that are at the early stage of mass adoption.. Also of note despite o and g being a mature industry it is a inovatice tech intensive industry increasing efficienceis and thus decreasing costs. Their is demand for the newest cutting edge advanced rigs as the industrial harvesting of the giant horizonally fract fields enters a new phase.