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

To: Stephen M. DeMoss who wrote (284)	2/26/1998 11:42:00 PM
From: Robert T. Quasius	Respond to of 547

I still think that this is a great stock to own, and I am standing put. Unfortunately, after TDW's comments about new boats coming on-line this summer, I think this particular part of the oil services is dead for a while, at least until the new boats come on-line and the Street figures out that the sky didn't fall! I've been tempted to add to my holdings, but have decided to wait a couple of months. By then, I hope to have some good profits to take in other stocks.

To: Stephen M. DeMoss who wrote (284)	2/27/1998 9:52:00 AM
From: Grommit	Read Replies (1) \| Respond to of 547

Thread dead? Suggest you go here and you will get more drilling, general oil messages, OPEC discussions and opinions than you would care to read: Subject 12099 This thread goes in spurts. If no news releases by the company in particular or about boat biz, then it seems to be quiet. Do not read too much into it or view it as not reassuring. Last I heard from the CC of HMAR was that things were just grand. I also listened to TMAR'c cc and the outlook was cracking good there too. Unless their heads are in the sand, which is a possibility we need to watch out for, no news is good news. There is not much earnings risk in the next qtr or two since dayrates still going up. We are watching for indications of things which would affect dayrate moves a year from now. My opinion: The dayrates cannot remain at these high margin levels and should drop. I think the stock market has already factored in a major reduction - the bust in the boom and bust cycle. The issue is whether it is a bust or an easing of rates in the gulf. If it is anything but a bust, we are in fine shape.