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

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To: Big Dog who wrote (23280)6/2/1998 3:13:00 PM
From: SliderOnTheBlack  Read Replies (2) of 95453
 
Big Dog - ? on VRC and any info from Informed Investors Energy Conference in Dallas?

My research which may be flawed, shows VRC and DRQ as the 2 manufacturng/equipment co's with the best presence in the deep water area.. is this correct ? If so, in your opinion why has VRC taken an all most 25% hit and DRQ a substantial hit as well ? They were hit harder than the deep drillers, which surprised me - with all the ultra-deep building going on... I assumed their earnings would be more resiliant than the drillers.

Also, another question; Concerning their mix of business how strong is GLBL in the deep water area as opposed to shallow GOM ? Who are the top service/construction companies in deep water?

Last question - GGY is hard to find info on... what areas of business are they in; are they both a manufacturer of seismic/geophysical equipment and a seismic survey and data company ? I'm trying to determine which sesmic equipment mfg. & survey company is most active in deep water...

Thanks Again.
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