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To: reaper who wrote (125862)	9/26/2001 5:08:24 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

<<This is not meant to slam on Tidewater in any way; in fact, at these prices the stock is likely worth sniffing around>> I'd say the CEO outlined the concerns nicely. They look like a buy here to me, as does KEG (which I am long now). Keep in mind that we're in the middle of the shoulder season, that injections for NG have been good, and that NG is at 1.85 or so and oil at 22. IF there are any supply disruptions due to the current conflict, the prices will rocket (for that matter, if we get any kind of recovery in 2002, the prices will rocket). I think both are good values right now. TDW services strictly offshore production, KEG services strictly onshore production (and all of their clients are in the Western Hemisphere). TDW has a cleaner balance sheet, having paid off all of their debt, KEG is more speculative but with more upside, IMO.