Strictly: Drilling and oil-field services Message Board

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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Big Dog who wrote (3838)	11/25/1997 9:51:00 PM
From: John Carpenter	Read Replies (1) of 95453

RB-Falcon will have a significant focus on ultra deep water drillships RIG, while having an interest in 7 of the world's 13 fourth generation semis, has but two drillships. DO, for all its diversity, has just one. RB-Falcon will have seven drillships. My question was to discern if RB-Falcon's large number of drillships gives them a competitive advantage.. Also DO's volume of 4.38M shares was almost 4X normal. Was there any development to account for this(or is it just part of the heightened interest in this sector)

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