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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: jim_p who wrote (69538)7/13/2000 10:08:12 AM
From: ItsAllCyclical  Read Replies (2) | Respond to of 95453
 
Jim P, re: SEI. I think it could easily pull a "HOFF". I could see it trading up to 12-14 before settling down. Not saying it will happen, but given their earnings pre-announcement and the short interest I see the potential. If it pulls back to 9 I'd buy. I don't think you'll see 8 again. Fundamentally if you believe that the worst of the management problems are behind SEI then it's easily worth 15 now.

Kind of surprised PGO and VTS aren't participating with SEI's news.

What's your opinion on MAVK for a trade? I'm not crazy about buying ahead of earnings though. They've been expanding capacity lately and I think this quarter could still be weak - depending upon how they account for these costs.



To: jim_p who wrote (69538)7/13/2000 9:30:23 PM
From: ramcc54  Respond to of 95453
 
Jim, I didn't get my shares at your price, I got in at 8 1/8 but I am still holding. I think their is something to this. With all the drilling for NG I would think their would be a lot of demand for their Library.