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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Jack Be Quick who wrote (20297)4/24/1998 4:33:00 PM
From: Czechsinthemail  Read Replies (2) of 95453
 
John,

So you're trying to champion the cause of a Rodney Dangerfield stock, eh? You're right that boats don't get much respect. I think TDW will probably do well, but it may take soothing some of the fears of a summer supply glut in the boats. If TDW gives indication of coming oversupply in their conference call, it may drop further even if they meet or exceed estimates. But if they pooh-pooh those fears, all the boat players may have a nice recovery rally.

ESV's announcement seemed to indicate their boat business was strong through the 1Q.

Good luck,
Baird
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