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Gold/Mining/Energy : Trico Marine Services (TMAR) -- Ignore unavailable to you. Want to Upgrade?

To: Don Westermeyer who wrote (28)	2/19/1998 3:27:00 PM
From: Emec	Read Replies (1) \| Respond to of 1153

Jeffries issued a research report today. Anyone know whether it was an upgrade?

To: Don Westermeyer who wrote (28)	2/19/1998 4:46:00 PM
From: Mark	Read Replies (2) \| Respond to of 1153

Don - Good article ! I knew it was all a little too good to be true, and feel a little relieved to find something (mildly) negative. However, the article doesn't suggest that it's all doom and gloom. There could be a bit of a shakeout coming in the Gulf of Mexico. I noted that until quite recently, TMAR have been making very good money from day rates a lot lower than the ones being discussed. I would also suspect that the Saevic aquisition gives them an established presence in the North Sea. If things get too hot in the Gulf, it presumably gives them the option to move vessels to the N. Sea ? (Assuming of course that the problem is localised). Mark