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Non-Tech : Lufkin Industries (Nasdaq: LUFK)
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To: Todd D. Wiener who wrote (96)8/14/1998 9:10:00 AM
From: TimeToMakeTheInvs   of 103
 
Thank you for your reply. I fooled around with Tidewater (marine transportation) a couple of years back and saw it recommended by an analyst lately. Also have messed around with National Oilwell in the past and made money, but not lately thank goodness. Diamond Offshore seems like a quality company. Unfortunately I wrote some Parker Drilling puts (January) and, like you, do not see oil prices recovering dramatically any time soon. Still hold both Semtech (recovering nicely, too bad you sold some) and THQI. Tim
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