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To: SliderOnTheBlack who wrote (50628)9/8/1999 4:16:00 PM
From: paul feldman  Respond to of 95453
 
OK,OK,OK------I believe you, I believe you. Now stop talking about them. You're killing me. LOL



To: SliderOnTheBlack who wrote (50628)9/8/1999 4:32:00 PM
From: Roebear  Read Replies (1) | Respond to of 95453
 
Slider,
Thanks for a well thought out post(s) on FGI/HLX. I appreciate and am enlightened by your comments. I do disagree as to your upside price figures for FGI/HLX in the future. As I have stated before, that is the consensus view "I was not the one who said that the Offshore Rig Construction Boom was a one time blip on the chart - it's been out there a while.."
I am not prepared to argue it now, but I feel the consensus view will be proved wrong in the end, just as $5 oil was proved wrong. It may be that FGI will recover through diversity as much as a future increase in RIG building, but they will recover substantially one way or the other. Too good a company to stay down in the doldrums forever.
FWIW

Meanwhile, GO RRC

VBG

Roebear