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Non-Tech : Hvide Marine HMAR - High Growth, Undervalued -- Ignore unavailable to you. Want to Upgrade?

To: John S. Sturges who wrote (192)	1/26/1998 9:09:00 PM
From: Robert T. Quasius	Respond to of 547

I think maybe Tidewater was perhaps taking a whack at his competitors, namely HMAR and TMAR. From Grommitt's analysis, it sounds like the new boats coming on-line in late Summer/early Fall will merely offset the increase in demand from more drilling rigs. I haven't seen any recent downgrades in earnings expectations in HMAR and TMAR, only reinforcement from new estimates. Also, HMAR's letter to shareholders (a few anyway) seemed very bullish. I'm sitting tight for the moment, and thinking about adding some other oil field service sector stocks to my portfolio (i.e. TDW, MIND, DWSN).