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Strategies & Market Trends : Zman Market Timing -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (4788)	12/4/2014 9:32:08 AM
From: Fintas	Respond to of 15903

Astute observation re the Canal and remember DRYS is more than a shipper. The question isn't whether the shippers will survive. it is who will remain in control. SUWN was taken by ORACLE.. IBM should have taken them. Yet the point was SUNW lost 48% of its financial business after BSC took the hit BUT it's intellectual and cloud was in demand and ORACLE took them to reap the rewards that were immediate. DRS has ol ORIG and although there's lots of noise re CRUDE.. ORIG has many a contract locked in and that means DOLLARS. Add to that their drill ships are cutting edge. The question isn't about DRYS FA. It's a bout control. Once that is decided the rest is implementation. Fintas