Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (8540)	10/6/1999 12:32:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 78525

Mike, is Tidewater your investment of choice in the oil services industry? If so, what particularly attracts you to that over others?

To: Michael Burry who wrote (8540)	10/6/1999 12:48:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78525

Mike: I've been in MPP for a round trip from about these levels a year ago. Looks like a great value although the concentrated ownership unfortunately precludes consideration of takeover. They mentioned increased competition in the premium end despite a lot of inventory overhang being worked out of the market from the aftermath of the fad demand. Wildcard's: Creating international demand and what happens when Cuba opens up [MPP has US rights to some of the top Cuban names] bob