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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (9427)12/27/1999 9:57:00 PM
From: Ken Ludwig  Read Replies (1) of 78567
 
Paul, I find myself agreeing with those in the patch who think that seismic companies will lag even the most lagging laggards because there is so much unexplored seismic reporting out there. Value plays require us to invest early but this could be ridiculous. A year from now might be time. If SEI has interests in production that might be reason enough to put money here as kind of an overlooked "backdoor" into the coming boom in E&P stocks.
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