Trico Marine Services (TMAR) Message Board

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Gold/Mining/Energy : Trico Marine Services (TMAR)

TMAR 22.41

0.0%

Nov 7 9:30 AM EST

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To: JZGalt who wrote (629)	8/3/1998 8:28:00 PM
From: JEFF A. KEHL	of 1153

Thanks for the comments. <<There are quite a few semiconductor companies, semiconductor equipment manufacturers and possibly a few networkers where 200-300% in 3 years is a possibility since they have been so beaten up.>> I started buying TMAR because it reminded me of another stock in the semiconductor equipment business. It was earning tons of cash, well managed, but destroyed in price because the entire industry was suffering from plunging dram prices. I bought in the low 20's and sold last year in the low 40's. That stock is down to around 18 now over the Asia problem. It fascinates me how the sentiment on a stock can take that wide a swing all in 2 years. The fundamental business did not change at all during that time. If you could look beyond the current crisis it was still a great business. I have to take that philosophy with TMAR as well. I'll continue to buy it until I run out of money because I believe I have the fortitude to wait two years if necessary and survive the gut checks (today for example!)

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